Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-61,412
Closed -$2.78M 219
2023
Q3
$2.78M Sell
61,412
-4,865
-7% -$220K 0.4% 24
2023
Q2
$3.01M Sell
66,277
-915
-1% -$41.6K 0.4% 22
2023
Q1
$2.06M Buy
67,192
+48,285
+255% +$1.48M 0.33% 37
2022
Q4
$548K Buy
+18,907
New +$548K 0.1% 95