Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-23,912
Closed -$1.12M 153
2023
Q2
$1.12M Sell
23,912
-3,307
-12% -$154K ﹤0.01% 447
2023
Q1
$1.21M Sell
27,219
-13,751
-34% -$614K ﹤0.01% 467
2022
Q4
$2.39M Buy
+40,970
New +$2.39M 0.01% 367