Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,392
Closed -$264K 544
2023
Q3
$264K Buy
25,392
+7,454
+42% +$77.4K 0.06% 335
2023
Q2
$203K Buy
+17,938
New +$203K 0.08% 245