Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,234
Closed -$1.04M 185
2023
Q3
$1.04M Sell
9,234
-366
-4% -$41.3K 0.58% 56
2023
Q2
$1.21M Buy
9,600
+2,596
+37% +$327K 0.7% 46
2023
Q1
$792K Buy
+7,004
New +$792K 0.51% 66