Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,611
Closed -$674K 489
2023
Q3
$674K Buy
4,611
+1,540
+50% +$225K 0.01% 322
2023
Q2
$326K Buy
+3,071
New +$326K ﹤0.01% 416