Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-59,000
Closed -$1.85M 112
2023
Q3
$1.85M Buy
59,000
+52,000
+743% +$1.63M 0.6% 37
2023
Q2
$304K Buy
+7,000
New +$304K 0.1% 81