Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,435
Closed -$2.43M 229
2023
Q3
$2.43M Hold
2,435
0.01% 128
2023
Q2
$2.42M Hold
2,435
0.01% 131
2023
Q1
$2.42M Buy
+2,435
New +$2.42M 0.01% 125
2021
Q3
Sell
-4,220
Closed -$207K 378
2021
Q2
$207K Buy
+4,220
New +$207K 0.01% 293