Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,448
Closed -$1.47M 36
2022
Q4
$1.47M Sell
4,448
-225
-5% -$74.6K 1.04% 25
2022
Q3
$1.42M Buy
+4,673
New +$1.42M 1.01% 27