Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-75,326
Closed -$1.17M 660
2023
Q1
$1.17M Sell
75,326
-7,182
-9% -$111K 0.01% 418
2022
Q4
$1.52M Buy
+82,508
New +$1.52M 0.02% 389