Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,207
Closed -$244K 224
2022
Q4
$244K Buy
+2,207
New +$244K 0.1% 159
2022
Q2
Sell
-3,541
Closed -$302K 237
2022
Q1
$302K Buy
3,541
+999
+39% +$85.2K 0.13% 151
2021
Q4
$305K Buy
+2,542
New +$305K 0.15% 153