Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-151,779
Closed -$621K 1099
2023
Q3
$621K Buy
151,779
+127,346
+521% +$521K 0.05% 537
2023
Q2
$217K Buy
+24,433
New +$217K 0.02% 682