Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-39,958
Closed -$1.17M 367
2022
Q4
$1.17M Sell
39,958
-9,346
-19% -$273K 0.24% 196
2022
Q3
$1M Buy
+49,304
New +$1M 0.22% 214