Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-208
Closed -$1.24M 247
2023
Q3
$1.24M Sell
208
-9
-4% -$53.7K 0.44% 71
2023
Q2
$1.38M Buy
+217
New +$1.38M 0.43% 45
2019
Q3
Sell
-731
Closed -$2.46M 176
2019
Q2
$2.46M Buy
+731
New +$2.46M 0.29% 112