Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,995
Closed -$833K 264
2023
Q1
$833K Buy
2,995
+1,555
+108% +$432K 0.21% 134
2022
Q4
$399K Buy
1,440
+969
+206% +$268K 0.11% 171
2022
Q3
$126K Buy
+471
New +$126K 0.06% 261