Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,598
Closed -$223K 352
2023
Q3
$223K Sell
10,598
-61
-0.6% -$1.29K 0.13% 329
2023
Q2
$219K Sell
10,659
-55,893
-84% -$1.15M 0.12% 352
2023
Q1
$1.41M Buy
+66,552
New +$1.41M 0.45% 52