Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-58,771
Closed -$698K 80
2023
Q1
$698K Buy
58,771
+4,974
+9% +$59K 0.96% 42
2022
Q4
$825K Buy
+53,797
New +$825K 1.13% 38