Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,007
Closed -$306K 592
2023
Q3
$306K Buy
11,007
+294
+3% +$8.17K 0.03% 431
2023
Q2
$324K Buy
10,713
+1,464
+16% +$44.3K 0.03% 292
2023
Q1
$285K Buy
+9,249
New +$285K 0.03% 416