Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,697
Closed -$251K 1145
2023
Q3
$251K Sell
9,697
-1,310
-12% -$33.9K 0.01% 748
2023
Q2
$187K Sell
11,007
-1,930
-15% -$32.8K 0.01% 998
2023
Q1
$230K Buy
+12,937
New +$230K 0.01% 904