Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-46,333
Closed -$848K 573
2023
Q3
$848K Sell
46,333
-1,688
-4% -$30.9K 0.1% 323
2023
Q2
$1.06M Buy
+48,021
New +$1.06M 0.13% 275