Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
318
2022
Q4
Sell
-23,100
Closed -$581K 351
2022
Q3
$581K Sell
23,100
-123,695
-84% -$3.11M 0.12% 138
2022
Q2
$5.24M Buy
+146,795
New +$5.24M 0.87% 21