Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-32,300
Closed -$1.03M 43
2023
Q3
$1.03M Hold
32,300
0.85% 28
2023
Q2
$973K Buy
+32,300
New +$973K 0.88% 27