Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,509
Closed -$264K 163
2023
Q1
$264K Buy
12,509
+1,582
+14% +$33.4K 0.04% 115
2022
Q4
$203K Buy
+10,927
New +$203K 0.03% 135