Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,048
Closed -$877K 154
2023
Q1
$877K Buy
13,048
+171
+1% +$11.5K 0.17% 87
2022
Q4
$1.18M Buy
+12,877
New +$1.18M 0.23% 68