Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-17,703
Closed -$476K 387
2022
Q4
$476K Sell
17,703
-7,372
-29% -$198K 0.23% 144
2022
Q3
$625K Buy
+25,075
New +$625K 0.32% 111
2020
Q2
Sell
-45,355
Closed -$787K 176
2020
Q1
$787K Buy
+45,355
New +$787K 0.95% 39