Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,830
Closed -$228K 1146
2023
Q1
$228K Sell
2,830
-600
-17% -$48.4K ﹤0.01% 1021
2022
Q4
$257K Sell
3,430
-615
-15% -$46K ﹤0.01% 1032
2022
Q3
$261K Hold
4,045
﹤0.01% 1096
2022
Q2
$280K Hold
4,045
﹤0.01% 1125
2022
Q1
$311K Buy
+4,045
New +$311K ﹤0.01% 1150