Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-55,684
Closed -$481K 740
2022
Q4
$481K Buy
+55,684
New +$481K 0.01% 604
2021
Q3
Sell
-43,375
Closed -$1.54M 727
2021
Q2
$1.54M Buy
43,375
+655
+2% +$23.2K 0.03% 384
2021
Q1
$2.07M Buy
+42,720
New +$2.07M 0.05% 282