Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-21,358
Closed -$1.58M 467
2023
Q1
$1.58M Sell
21,358
-18,387
-46% -$1.36M 0.04% 312
2022
Q4
$2.9M Buy
+39,745
New +$2.9M 0.08% 226