Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,892
Closed -$542K 708
2022
Q4
$542K Sell
4,892
-832
-15% -$92.2K 0.02% 400
2022
Q3
$506K Buy
5,724
+463
+9% +$40.9K 0.02% 398
2022
Q2
$490K Buy
+5,261
New +$490K 0.02% 408