Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,625
Closed -$255K 36
2023
Q2
$255K Hold
7,625
0.22% 34
2023
Q1
$249K Buy
+7,625
New +$249K 0.24% 30