Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,266
Closed -$655K 238
2023
Q1
$655K Sell
4,266
-286
-6% -$43.9K 0.28% 60
2022
Q4
$818K Buy
+4,552
New +$818K 0.42% 44