Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-34,529
Closed -$589K 86
2023
Q1
$589K Hold
34,529
0.3% 58
2022
Q4
$690K Buy
+34,529
New +$690K 0.4% 53