Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-864
Closed -$132K 215
2023
Q3
$132K Sell
864
-1,006
-54% -$154K 0.01% 142
2023
Q2
$257K Sell
1,870
-2,041
-52% -$280K 0.01% 139
2023
Q1
$518K Buy
+3,911
New +$518K 0.03% 106
2022
Q2
$257K Buy
+1,870
New +$257K 0.01% 139