Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,982
Closed -$875K 1558
2023
Q3
$875K Sell
15,982
-2,268
-12% -$124K 0.01% 274
2023
Q2
$1.02M Buy
+18,250
New +$1.02M 0.02% 179