Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,400
Closed -$373K 154
2023
Q1
$373K Sell
12,400
-28,200
-69% -$849K 0.15% 98
2022
Q4
$1.36M Buy
+40,600
New +$1.36M 0.46% 67