Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-38,135
Closed -$590K 1120
2023
Q1
$590K Sell
38,135
-4,182
-10% -$64.7K 0.04% 455
2022
Q4
$780K Buy
+42,317
New +$780K 0.05% 311