Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,355
Closed -$220K 335
2023
Q3
$220K Sell
2,355
-3
-0.1% -$280 0.03% 316
2023
Q2
$303K Buy
2,358
+35
+2% +$4.5K 0.04% 291
2023
Q1
$270K Buy
+2,323
New +$270K 0.04% 296