Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-20,000
Closed -$453K 85
2022
Q4
$453K Hold
20,000
0.31% 78
2022
Q3
$530K Hold
20,000
0.41% 67
2022
Q2
$420K Hold
20,000
0.34% 72
2022
Q1
$582K Buy
+20,000
New +$582K 0.37% 77