Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,949
Closed -$241K 517
2022
Q4
$241K Sell
6,949
-1,382
-17% -$47.9K 0.04% 413
2022
Q3
$207K Buy
+8,331
New +$207K 0.04% 418