Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-28,414
Closed -$1.12M 585
2023
Q3
$1.12M Buy
28,414
+206
+0.7% +$8.13K 0.09% 216
2023
Q2
$1.12M Buy
+28,208
New +$1.12M 0.1% 211