Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-25,000
Closed -$2.03M 38
2023
Q1
$2.03M Hold
25,000
1.69% 23
2022
Q4
$1.87M Buy
+25,000
New +$1.87M 1.63% 24