Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,366
Closed -$1.42M 346
2023
Q1
$1.42M Buy
13,366
+6,961
+109% +$741K 0.36% 93
2022
Q4
$711K Sell
6,405
-9,358
-59% -$1.04M 0.2% 131
2022
Q3
$1.36M Buy
+15,763
New +$1.36M 0.62% 43