Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,507
Closed -$2.18M 390
2023
Q1
$2.18M Buy
10,507
+5,571
+113% +$1.16M 0.55% 57
2022
Q4
$608K Buy
4,936
+292
+6% +$36K 0.17% 142
2022
Q3
$1.23M Buy
+4,644
New +$1.23M 0.57% 50