Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,402
Closed -$55.4K 205
2023
Q3
$55.4K Sell
16,402
-294,529
-95% -$996K 0.01% 195
2023
Q2
$1.24M Sell
310,931
-94,579
-23% -$378K 0.25% 92
2023
Q1
$3.16M Buy
+405,510
New +$3.16M 0.67% 38