Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-32,667
Closed -$103K 276
2023
Q3
$103K Sell
32,667
-30,000
-48% -$94.2K 0.04% 140
2023
Q2
$259K Hold
62,667
0.11% 108
2023
Q1
$315K Sell
62,667
-40,000
-39% -$201K 0.17% 91
2022
Q4
$511K Buy
+102,667
New +$511K 0.26% 76