Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,146
Closed -$661K 421
2023
Q1
$661K Buy
9,146
+4,659
+104% +$337K 0.04% 201
2022
Q4
$360K Sell
4,487
-5,664
-56% -$455K 0.03% 284
2022
Q3
$676K Buy
+10,151
New +$676K 0.05% 202