Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-16,459
Closed -$972K 1165
2023
Q1
$972K Sell
16,459
-3,578
-18% -$211K 0.04% 511
2022
Q4
$940K Buy
+20,037
New +$940K 0.03% 478