Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-23,419
Closed -$257K 726
2023
Q1
$257K Buy
23,419
+9,419
+67% +$103K 0.08% 112
2022
Q4
$129K Buy
+14,000
New +$129K 0.1% 33