Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,727
Closed -$292K 152
2023
Q3
$292K Sell
3,727
-5,752
-61% -$450K 0.15% 110
2023
Q2
$793K Buy
9,479
+2,547
+37% +$213K 0.41% 49
2023
Q1
$609K Buy
+6,932
New +$609K 0.4% 50