Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,011
Closed -$418K 90
2023
Q1
$418K Buy
11,011
+393
+4% +$14.9K 0.53% 70
2022
Q4
$371K Buy
+10,618
New +$371K 0.42% 80
2020
Q2
Sell
-546
Closed -$13K 137
2020
Q1
$13K Buy
+546
New +$13K 0.01% 207