Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,417
Closed -$502K 248
2023
Q1
$502K Buy
6,417
+3,284
+105% +$257K 0.13% 192
2022
Q4
$264K Buy
3,133
+313
+11% +$26.4K 0.07% 225
2022
Q3
$227K Buy
+2,820
New +$227K 0.1% 204