Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,300
Closed -$239K 1175
2023
Q1
$239K Sell
1,300
-8,900
-87% -$1.63M ﹤0.01% 1052
2022
Q4
$1.4M Buy
10,200
+7,500
+278% +$1.03M 0.01% 828
2022
Q3
$339K Buy
+2,700
New +$339K ﹤0.01% 1020