Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-800
Closed -$121K 94
2023
Q1
$121K Sell
800
-42,000
-98% -$6.34M 0.02% 92
2022
Q4
$4.9M Buy
+42,800
New +$4.9M 0.77% 46