Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-102,011
Closed -$4.91M 1487
2022
Q4
$4.91M Sell
102,011
-37,131
-27% -$1.79M 0.18% 124
2022
Q3
$7.84M Buy
+139,142
New +$7.84M 0.28% 67
2021
Q3
Sell
-6,400
Closed -$598K 1433
2021
Q2
$598K Buy
+6,400
New +$598K 0.01% 723