Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-19,911
Closed -$2.08M 366
2023
Q1
$2.08M Sell
19,911
-629
-3% -$65.9K 0.29% 105
2022
Q4
$2.27M Buy
+20,540
New +$2.27M 0.42% 73