Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-227,400
Closed -$684K 1897
2023
Q1
$684K Buy
227,400
+138,200
+155% +$416K 0.03% 759
2022
Q4
$384K Buy
+89,200
New +$384K 0.02% 895