Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,950
Closed -$2.81M 136
2023
Q3
$2.81M Sell
8,950
-8,885
-50% -$2.79M 0.44% 88
2023
Q2
$6.08M Buy
17,835
+7,880
+79% +$2.69M 0.84% 48
2023
Q1
$2.95M Buy
+9,955
New +$2.95M 0.41% 93
2018
Q3
Sell
-4,940
Closed -$833K 122
2018
Q2
$833K Buy
+4,940
New +$833K 0.32% 97