Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,031
Closed -$2.43M 169
2022
Q4
$2.43M Hold
15,031
0.44% 52
2022
Q3
$2.02M Hold
15,031
0.47% 64
2022
Q2
$2.3M Sell
15,031
-6,298
-30% -$965K 0.47% 28
2022
Q1
$3.46M Buy
+21,329
New +$3.46M 0.29% 49