Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-48,443
Closed -$2.09M 1316
2023
Q3
$2.09M Sell
48,443
-61,645
-56% -$2.66M 0.06% 439
2023
Q2
$4.06M Buy
+110,088
New +$4.06M 0.14% 180