Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-13,703
Closed -$71.5K 508
2022
Q4
$71.5K Sell
13,703
-27,295
-67% -$142K 0.05% 357
2022
Q3
$298K Buy
+40,998
New +$298K 0.19% 225