Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-28,237
Closed -$2M 57
2023
Q3
$2M Buy
+28,237
New +$2M 0.72% 34
2023
Q2
Sell
-30,873
Closed -$1.98M 49
2023
Q1
$1.98M Buy
+30,873
New +$1.98M 1.01% 20