Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-43,900
Closed -$1.06M 83
2023
Q1
$1.06M Sell
43,900
-15,450
-26% -$372K 0.77% 45
2022
Q4
$1.71M Buy
+59,350
New +$1.71M 1.18% 25