Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,855
Closed -$510K 127
2022
Q4
$510K Sell
2,855
-188
-6% -$33.6K 0.06% 164
2022
Q3
$475K Buy
3,043
+27
+0.9% +$4.22K 0.05% 171
2022
Q2
$476K Buy
+3,016
New +$476K 0.04% 169