Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,180
Closed -$824K 476
2023
Q1
$824K Sell
6,180
-431
-7% -$57.4K 0.02% 384
2022
Q4
$927K Buy
+6,611
New +$927K 0.03% 355