Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-29,353
Closed -$754K 74
2023
Q3
$754K Sell
29,353
-29,529
-50% -$759K 0.55% 46
2023
Q2
$1.81M Buy
+58,882
New +$1.81M 1.28% 35
2019
Q2
$316K Buy
15,177
+4,312
+40% +$89.8K 0.44% 49
2019
Q1
$211K Buy
+10,865
New +$211K 0.32% 50