Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-70,000
Closed -$748K 458
2023
Q1
$748K Sell
70,000
-30,000
-30% -$321K 0.05% 234
2022
Q4
$1.05M Buy
+100,000
New +$1.05M 0.06% 284