Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,010
Closed -$202K 150
2023
Q3
$202K Hold
3,010
0.04% 151
2023
Q2
$314K Buy
+3,010
New +$314K 0.07% 131