Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,319
Closed -$1.69M 67
2023
Q3
$1.69M Sell
13,319
-53,972
-80% -$6.85M 0.55% 26
2023
Q2
$7.26M Buy
+67,291
New +$7.26M 0.97% 22
2019
Q1
Sell
-50,842
Closed -$1.26M 36
2018
Q4
$1.26M Buy
+50,842
New +$1.26M 1.62% 13