Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,322
Closed -$250K 143
2023
Q3
$250K Buy
4,322
+101
+2% +$5.84K 0.11% 97
2023
Q2
$263K Buy
4,221
+481
+13% +$29.9K 0.11% 90
2023
Q1
$272K Buy
+3,740
New +$272K 0.13% 87