Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-18,281
Closed -$678K 68
2022
Q4
$678K Sell
18,281
-34,842
-66% -$1.29M 0.02% 58
2022
Q3
$1.72M Buy
53,123
+16,623
+46% +$538K 0.06% 54
2022
Q2
$1.41M Buy
+36,500
New +$1.41M 0.05% 60