Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-66,700
Closed -$1.03M 97
2023
Q1
$1.03M Buy
66,700
+32,000
+92% +$495K 0.47% 58
2022
Q4
$639K Buy
+34,700
New +$639K 0.48% 46