Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,131
Closed -$790K 22
2022
Q4
$790K Buy
16,131
+2,054
+15% +$101K 0.98% 22
2022
Q3
$973K Buy
14,077
+10,077
+252% +$697K 1.12% 22
2022
Q2
$335K Buy
+4,000
New +$335K 0.37% 26