Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,813
Closed -$297K 1984
2023
Q2
$297K Sell
2,813
-244
-8% -$25.7K 0.01% 1312
2023
Q1
$294K Buy
+3,057
New +$294K 0.01% 1123