Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,225
Closed -$1.61M 274
2023
Q3
$1.61M Sell
9,225
-38,283
-81% -$6.67M 0.53% 65
2023
Q2
$9.3M Buy
47,508
+40,979
+628% +$8.02M 1.9% 5
2023
Q1
$1.28M Buy
+6,529
New +$1.28M 0.43% 80