Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-35,715
Closed -$100K 1767
2022
Q4
$100K Buy
+35,715
New +$100K ﹤0.01% 698
2021
Q3
Sell
-12,500
Closed -$82K 377
2021
Q2
$82K Buy
+12,500
New +$82K ﹤0.01% 367