Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,044
Closed -$488K 233
2023
Q1
$488K Sell
13,044
-7,921
-38% -$296K 0.6% 39
2022
Q4
$777K Sell
20,965
-2,789
-12% -$103K 0.9% 7
2022
Q3
$730K Buy
+23,754
New +$730K 0.83% 16