Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,138
Closed -$1.22M 298
2023
Q1
$1.22M Buy
7,138
+3,877
+119% +$664K 0.31% 101
2022
Q4
$512K Buy
+3,261
New +$512K 0.14% 151