Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-38,807
Closed -$762K 1462
2023
Q1
$762K Buy
38,807
+16,588
+75% +$326K 0.03% 276
2022
Q4
$382K Buy
+22,219
New +$382K 0.02% 439