Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-145,407
Closed -$5.63M 110
2023
Q3
$5.63M Buy
145,407
+122
+0.1% +$4.72K 1.4% 29
2023
Q2
$5.13M Sell
145,285
-79,085
-35% -$2.79M 1.19% 33
2023
Q1
$8.51M Buy
224,370
+267
+0.1% +$10.1K 2.15% 15
2022
Q4
$7.83M Buy
+224,103
New +$7.83M 2.3% 24