Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-30,900
Closed -$1.34M 289
2023
Q3
$1.34M Sell
30,900
-47,500
-61% -$2.07M 0.45% 77
2023
Q2
$3.32M Buy
+78,400
New +$3.32M 0.68% 53