Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-43,626
Closed -$225K 143
2023
Q2
$225K Buy
43,626
+13,826
+46% +$71.3K 0.01% 835
2023
Q1
$153K Buy
+29,800
New +$153K 0.01% 1056