Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,421
Closed -$1.02M 61
2023
Q3
$1.02M Sell
3,421
-119
-3% -$35.4K 0.97% 49
2023
Q2
$1.17M Hold
3,540
0.9% 40
2023
Q1
$1.18M Hold
3,540
0.86% 38
2022
Q4
$855K Buy
+3,540
New +$855K 0.59% 55