Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-50
Closed -$1.12M 356
2023
Q3
$1.12M Buy
+50
New +$1.12M 0.11% 137
2022
Q4
Sell
-38
Closed -$761K 651
2022
Q3
$761K Hold
38
0.04% 403
2022
Q2
$754K Buy
+38
New +$754K 0.04% 411