Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,027
Closed -$1.99M 35
2023
Q3
$1.99M Sell
13,027
-5,673
-30% -$868K 0.57% 17
2023
Q2
$2.54M Hold
18,700
0.32% 17
2023
Q1
$2.47M Buy
+18,700
New +$2.47M 0.33% 16