Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-19,724
Closed -$477K 2067
2023
Q2
$477K Sell
19,724
-6,963
-26% -$168K ﹤0.01% 1416
2023
Q1
$831K Buy
26,687
+8,462
+46% +$263K 0.01% 1115
2022
Q4
$532K Buy
+18,225
New +$532K ﹤0.01% 1280