Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-23,479
Closed -$4.34M 525
2022
Q4
$4.34M Sell
23,479
-636
-3% -$117K 0.08% 212
2022
Q3
$4.01K Buy
+24,115
New +$4.01K 0.07% 201