Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,788
Closed -$1.85M 442
2023
Q3
$1.85M Buy
19,788
+512
+3% +$47.8K 0.21% 98
2023
Q2
$2.48M Buy
+19,276
New +$2.48M 0.28% 71