Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-33,079
Closed -$2.55M 165
2023
Q3
$2.55M Sell
33,079
-2,677
-7% -$206K 0.04% 112
2023
Q2
$3.01M Buy
+35,756
New +$3.01M 0.05% 109