Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,600
Closed -$1.4M 100
2022
Q4
$1.4M Buy
3,600
+600
+20% +$234K 0.43% 57
2022
Q3
$1.16M Buy
+3,000
New +$1.16M 0.18% 81