Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-74,738
Closed -$1.89M 232
2022
Q4
$1.89M Sell
74,738
-1,866
-2% -$47.1K 0.6% 36
2022
Q3
$1.93M Buy
76,604
+40,183
+110% +$1.01M 0.69% 37
2022
Q2
$1.3M Buy
+36,421
New +$1.3M 0.41% 66