Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-54,084
Closed -$200K 2077
2023
Q3
$200K Sell
54,084
-73,513
-58% -$272K 0.01% 1520
2023
Q2
$532K Buy
+127,597
New +$532K 0.02% 1002
2022
Q1
Sell
-83,600
Closed -$376K 1788
2021
Q4
$376K Buy
+83,600
New +$376K 0.02% 784