Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,379
Closed -$310K 350
2023
Q2
$310K Hold
1,379
0.02% 298
2023
Q1
$274K Buy
+1,379
New +$274K 0.03% 239