Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-68,139
Closed -$1.64M 119
2023
Q1
$1.64M Buy
68,139
+2,704
+4% +$65.1K 0.73% 50
2022
Q4
$1.88M Sell
65,435
-8,200
-11% -$236K 0.83% 36
2022
Q3
$1.66M Buy
+73,635
New +$1.66M 0.88% 34