Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,664
Closed -$773K 89
2023
Q1
$773K Sell
4,664
-59
-1% -$9.77K 0.65% 32
2022
Q4
$704K Buy
+4,723
New +$704K 0.65% 37