Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-21,381
Closed -$289K 546
2022
Q4
$289K Buy
21,381
+2,141
+11% +$28.9K 0.02% 397
2022
Q3
$235K Buy
+19,240
New +$235K 0.02% 425
2017
Q2
Sell
-35,580
Closed -$599K 262
2017
Q1
$599K Buy
+35,580
New +$599K 0.19% 87