Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,470
Closed -$1.01M 345
2023
Q1
$1.01M Buy
11,470
+6,822
+147% +$600K 0.25% 116
2022
Q4
$466K Sell
4,648
-687
-13% -$68.9K 0.13% 158
2022
Q3
$493K Buy
+5,335
New +$493K 0.23% 130