Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-17,000
Closed -$1.48M 1797
2023
Q1
$1.48M Sell
17,000
-1,787
-10% -$155K 0.06% 460
2022
Q4
$1.35M Buy
+18,787
New +$1.35M 0.07% 372