Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,442
Closed -$1.81M 103
2023
Q1
$1.81M Buy
7,442
+273
+4% +$66.4K 1.13% 32
2022
Q4
$1.68M Buy
+7,169
New +$1.68M 1.11% 35