Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-167,046
Closed -$3.08M 67
2022
Q4
$3.08M Buy
167,046
+10,831
+7% +$200K 0.26% 59
2022
Q3
$5.14M Buy
+156,215
New +$5.14M 0.47% 53