Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-18,000
Closed -$1.99M 164
2022
Q4
$1.99M Hold
18,000
0.51% 77
2022
Q3
$1.57M Hold
18,000
0.43% 87
2022
Q2
$1.41M Hold
18,000
0.33% 118
2022
Q1
$1.54M Buy
+18,000
New +$1.54M 0.26% 136