Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-85,202
Closed -$719K 402
2022
Q4
$719K Sell
85,202
-47,939
-36% -$405K 0.07% 201
2022
Q3
$1.21M Buy
+133,141
New +$1.21M 0.12% 131