Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,939
Closed -$133K 290
2023
Q3
$133K Sell
20,939
-30,955
-60% -$196K 0.04% 211
2023
Q2
$421K Sell
51,894
-42,344
-45% -$344K 0.09% 138
2023
Q1
$826K Sell
94,238
-47,432
-33% -$416K 0.28% 98
2022
Q4
$1.22M Buy
+141,670
New +$1.22M 0.83% 36