Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,576
Closed -$352K 314
2023
Q2
$352K Sell
2,576
-190
-7% -$26K 0.02% 244
2023
Q1
$350K Buy
2,766
+1,910
+223% +$242K 0.02% 240
2022
Q4
$88.3K Buy
+856
New +$88.3K 0.01% 335