Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,243
Closed -$485K 602
2023
Q3
$485K Buy
7,243
+6,531
+917% +$437K 0.26% 42
2023
Q2
$74.3K Buy
+712
New +$74.3K 0.05% 128