Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-16,500
Closed -$3.22M 289
2023
Q1
$3.22M Buy
+16,500
New +$3.22M 0.63% 55
2022
Q3
Sell
-2,200
Closed -$347K 405
2022
Q2
$347K Sell
2,200
-600
-21% -$94.6K 0.06% 161
2022
Q1
$501K Buy
+2,800
New +$501K 0.08% 163