Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-235,018
Closed -$8.17M 65
2023
Q1
$8.17M Buy
235,018
+112,574
+92% +$3.91M 1.03% 38
2022
Q4
$4.54M Buy
+122,444
New +$4.54M 0.61% 53