Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,000
Closed -$4.6M 863
2023
Q3
$4.6M Sell
9,000
-3,200
-26% -$1.64M 0.08% 24
2023
Q2
$5.59M Buy
+12,200
New +$5.59M 0.05% 86