Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,170
Closed -$3.92M 209
2023
Q3
$3.92M Buy
13,170
+230
+2% +$68.4K 0.04% 192
2023
Q2
$4.27M Sell
12,940
-200
-2% -$66.1K 0.04% 196
2023
Q1
$4.37M Buy
+13,140
New +$4.37M 0.04% 178