Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,824
Closed -$220K 650
2023
Q3
$220K Buy
3,824
+478
+14% +$27.5K 0.11% 286
2023
Q2
$200K Buy
+3,346
New +$200K 0.09% 333