Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-153,450
Closed -$1.39M 357
2023
Q3
$1.39M Buy
153,450
+650
+0.4% +$5.88K 0.16% 70
2023
Q2
$1.48M Buy
+152,800
New +$1.48M 0.17% 71