Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-62,069
Closed -$1.67M 35
2022
Q4
$1.67M Hold
62,069
0.79% 17
2022
Q3
$1.55M Hold
62,069
0.82% 18
2022
Q2
$2.04M Hold
62,069
1.06% 17
2022
Q1
$2.25M Sell
62,069
-1,200
-2% -$43.6K 1.05% 18
2021
Q4
$2.38M Hold
63,269
1.12% 15
2021
Q3
$1.73M Hold
63,269
0.87% 18
2021
Q2
$1.91M Buy
+63,269
New +$1.91M 0.97% 17