Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-29,404
Closed -$2.58M 107
2023
Q1
$2.58M Sell
29,404
-12,860
-30% -$1.13M 0.83% 39
2022
Q4
$4.47M Buy
+42,264
New +$4.47M 1.48% 28