Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-30,120
Closed -$856K 83
2023
Q1
$856K Buy
30,120
+22,312
+286% +$634K 0.33% 24
2022
Q4
$275K Buy
+7,808
New +$275K 0.18% 38