Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,830
Closed -$557K 90
2023
Q1
$557K Hold
14,830
0.6% 38
2022
Q4
$557K Buy
+14,830
New +$557K 0.6% 38