Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-39,500
Closed -$206K 163
2022
Q4
$206K Buy
39,500
+2,000
+5% +$10.4K 0.11% 149
2022
Q3
$273K Hold
37,500
0.18% 112
2022
Q2
$409K Hold
37,500
0.3% 82
2022
Q1
$423K Buy
+37,500
New +$423K 0.25% 109