Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,680
Closed -$260K 177
2023
Q1
$260K Hold
1,680
0.12% 156
2022
Q4
$221K Buy
+1,680
New +$221K 0.1% 165
2022
Q2
Sell
-1,680
Closed -$250K 169
2022
Q1
$250K Buy
+1,680
New +$250K 0.12% 147