Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,305
Closed -$3.98M 48
2023
Q1
$3.98M Buy
14,305
+7,205
+101% +$2M 1.88% 26
2022
Q4
$1.97M Hold
7,100
1.04% 33
2022
Q3
$1.9M Buy
+7,100
New +$1.9M 1.16% 34