Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,097
Closed -$1.81M 122
2023
Q1
$1.81M Sell
7,097
-8,703
-55% -$2.22M 0.3% 25
2022
Q4
$5.24M Buy
+15,800
New +$5.24M 0.65% 20