Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,793
Closed -$53.5K 1218
2023
Q3
$53.5K Sell
2,793
-2,196
-44% -$42.1K 0.02% 508
2023
Q2
$79.2K Buy
+4,989
New +$79.2K 0.01% 576