Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-128,673
Closed -$6.63M 445
2023
Q3
$6.63M Buy
128,673
+3,755
+3% +$194K 0.15% 154
2023
Q2
$6.65M Buy
124,918
+91,280
+271% +$4.86M 0.16% 134
2023
Q1
$1.84M Sell
33,638
-1,556
-4% -$85.3K 0.05% 289
2022
Q4
$1.77M Buy
+35,194
New +$1.77M 0.05% 285