Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-162,415
Closed -$231K 774
2023
Q3
$231K Buy
162,415
+25,457
+19% +$36.1K 0.01% 618
2023
Q2
$310K Buy
136,958
+7,656
+6% +$17.3K 0.01% 504
2023
Q1
$343K Hold
129,302
0.01% 474
2022
Q4
$675K Buy
+129,302
New +$675K 0.03% 331