Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,387
Closed -$2.75M 361
2023
Q1
$2.75M Sell
7,387
-22,079
-75% -$8.23M 0.18% 78
2022
Q4
$11.2M Buy
29,466
+12,027
+69% +$4.56M 0.74% 48
2022
Q3
$6.16M Buy
+17,439
New +$6.16M 0.43% 62