Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-83,775
Closed -$2.17M 321
2023
Q3
$2.17M Sell
83,775
-1,003
-1% -$26K 0.17% 47
2023
Q2
$1.44M Sell
84,778
-4,282
-5% -$72.7K 0.11% 57
2023
Q1
$1.58M Buy
+89,060
New +$1.58M 0.12% 66