Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,022
Closed -$266K 135
2023
Q3
$266K Buy
4,022
+200
+5% +$13.2K 0.19% 94
2023
Q2
$284K Sell
3,822
-190
-5% -$14.1K 0.2% 89
2023
Q1
$310K Buy
+4,012
New +$310K 0.22% 75