Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,400
Closed -$1M 66
2022
Q4
$1M Sell
3,400
-1,000
-23% -$295K 0.68% 30
2022
Q3
$1.04M Sell
4,400
-3,400
-44% -$801K 0.67% 34
2022
Q2
$1.36M Buy
+7,800
New +$1.36M 0.81% 33