Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-58,440
Closed -$3.44M 29
2023
Q3
$3.44M Sell
58,440
-30,151
-34% -$1.78M 1.49% 19
2023
Q2
$5.76M Buy
88,591
+265
+0.3% +$17.2K 2.65% 14
2023
Q1
$4.86M Buy
88,326
+60,454
+217% +$3.33M 2.57% 15
2022
Q4
$1.47M Buy
+27,872
New +$1.47M 0.83% 26