Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-53,000
Closed -$7.72M 55
2023
Q1
$7.72M Buy
+53,000
New +$7.72M 2.01% 21
2022
Q4
Sell
-20,900
Closed -$3.03M 44
2022
Q3
$3.03M Sell
20,900
-16,800
-45% -$2.43M 1.1% 37
2022
Q2
$5.77M Buy
+37,700
New +$5.77M 1.55% 34