Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-21,006
Closed -$224K 564
2023
Q3
$224K Buy
21,006
+5,456
+35% +$58.3K 0.11% 282
2023
Q2
$171K Buy
+15,550
New +$171K 0.08% 353