Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-49
Closed -$1M 268
2022
Q4
$1M Sell
49
-4
-8% -$81.7K 0.3% 96
2022
Q3
$1.08M Sell
53
-6
-10% -$122K 0.31% 93
2022
Q2
$1.18M Sell
59
-24
-29% -$482K 0.33% 96
2022
Q1
$1.66M Buy
+83
New +$1.66M 0.43% 78