Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,449
Closed -$2.68M 65
2023
Q3
$2.68M Buy
5,449
+105
+2% +$51.7K 1.65% 22
2023
Q2
$2.84M Sell
5,344
-7
-0.1% -$3.73K 1.67% 23
2023
Q1
$2.29M Buy
+5,351
New +$2.29M 1.49% 28