Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,159
Closed -$1.26M 65
2023
Q1
$1.26M Buy
3,159
+198
+7% +$79K 0.9% 22
2022
Q4
$1.12M Buy
+2,961
New +$1.12M 0.9% 23