Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,937
Closed -$220K 265
2022
Q4
$220K Sell
1,937
-1,620
-46% -$184K 0.25% 178
2022
Q3
$277K Sell
3,557
-305
-8% -$23.8K 0.32% 131
2022
Q2
$321K Buy
+3,862
New +$321K 0.22% 163