Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,412
Closed -$351K 475
2022
Q4
$351K Sell
15,412
-30,921
-67% -$705K 0.18% 216
2022
Q3
$1.17M Sell
46,333
-6,140
-12% -$155K 0.47% 79
2022
Q2
$1.6M Buy
52,473
+9,159
+21% +$279K 0.59% 38
2022
Q1
$1.52M Buy
+43,314
New +$1.52M 0.68% 64