Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-142,541
Closed -$2.62M 281
2023
Q1
$2.62M Buy
142,541
+5,038
+4% +$92.5K 0.31% 80
2022
Q4
$2.49M Buy
+137,503
New +$2.49M 0.3% 73