Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,000
Closed -$1.92M 91
2023
Q2
$1.92M Buy
+15,000
New +$1.92M 0.58% 40
2023
Q1
Hold
0
97
2022
Q4
Sell
-8,000
Closed -$840K 68
2022
Q3
$840K Buy
+8,000
New +$840K 0.39% 66
2022
Q2
Hold
0
177