Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,833
Closed -$564K 97
2022
Q4
$564K Sell
11,833
-19,900
-63% -$949K 0.14% 78
2022
Q3
$1.43M Buy
+31,733
New +$1.43M 0.45% 51