Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-24,797
Closed -$1.54M 440
2023
Q3
$1.54M Buy
24,797
+850
+4% +$53K 0.18% 113
2023
Q2
$1.77M Buy
+23,947
New +$1.77M 0.2% 103