Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-93,916
Closed -$751K 127
2022
Q4
$751K Sell
93,916
-74,847
-44% -$599K 0.1% 91
2022
Q3
$1.03M Buy
+168,763
New +$1.03M 0.15% 88