Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,817
Closed -$1.25M 467
2023
Q3
$1.25M Sell
4,817
-1,400
-23% -$363K 0.03% 332
2023
Q2
$2M Buy
6,217
+4,817
+344% +$1.55M 0.05% 256
2023
Q1
$426K Sell
1,400
-211
-13% -$64.1K 0.01% 436
2022
Q4
$500K Buy
+1,611
New +$500K 0.01% 424