Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-30,153
Closed -$3.91M 474
2023
Q3
$3.91M Buy
30,153
+2,911
+11% +$377K 0.09% 212
2023
Q2
$7.33M Buy
27,242
+12,466
+84% +$3.35M 0.17% 122
2023
Q1
$4.49M Buy
14,776
+8,743
+145% +$2.66M 0.11% 179
2022
Q4
$1.71M Buy
+6,033
New +$1.71M 0.05% 290