Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,339
Closed -$2.82M 29
2023
Q3
$2.82M Buy
14,339
+10,443
+268% +$2.05M 1.9% 19
2023
Q2
$876K Buy
+3,896
New +$876K 0.56% 51