Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,601
Closed -$1.21M 278
2023
Q1
$1.21M Sell
6,601
-1,333
-17% -$245K 0.44% 61
2022
Q4
$1.3M Buy
+7,934
New +$1.3M 0.46% 59