Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-108,001
Closed -$322K 273
2023
Q3
$322K Sell
108,001
-204,141
-65% -$608K 0.01% 190
2023
Q2
$1.39M Buy
+312,142
New +$1.39M 0.05% 152