Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-30,849
Closed -$455K 740
2023
Q1
$455K Buy
30,849
+17,600
+133% +$260K 0.02% 410
2022
Q4
$147K Buy
+13,249
New +$147K 0.01% 670