Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-359,247
Closed -$1.03M 722
2023
Q3
$1.03M Sell
359,247
-173,477
-33% -$498K 0.01% 555
2023
Q2
$1.9M Buy
532,724
+44,073
+9% +$157K 0.01% 474
2023
Q1
$1.93M Sell
488,651
-22,446
-4% -$88.7K 0.01% 504
2022
Q4
$1.82M Buy
+511,097
New +$1.82M 0.01% 508