Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,800
Closed -$303K 3069
2023
Q3
$303K Buy
+15,800
New +$303K ﹤0.01% 2924
2023
Q1
Sell
-9
Closed -$140 3365
2022
Q4
$140 Sell
9
-4
-31% -$62 ﹤0.01% 3592
2022
Q3
$0 Sell
13
-7,122
-100% ﹤0.01% 4070
2022
Q2
$187K Hold
7,135
﹤0.01% 3338
2022
Q1
$223K Hold
7,135
﹤0.01% 3330
2021
Q4
$255K Buy
+7,135
New +$255K ﹤0.01% 3360
2021
Q3
Hold
0
3521