Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,137
Closed -$748K 218
2022
Q4
$748K Sell
5,137
-40
-0.8% -$5.82K 0.66% 43
2022
Q3
$748K Hold
5,177
0.71% 41
2022
Q2
$914K Hold
5,177
0.72% 40
2022
Q1
$914K Sell
5,177
-2,838
-35% -$501K 0.72% 40
2021
Q4
$1.88M Buy
+8,015
New +$1.88M 1.37% 25