Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,074
Closed -$836K 1122
2023
Q3
$836K Buy
13,074
+8,548
+189% +$547K 0.03% 312
2023
Q2
$313K Buy
4,526
+3,393
+299% +$235K 0.01% 500
2023
Q1
$65.6K Sell
1,133
-944
-45% -$54.6K ﹤0.01% 684
2022
Q4
$103K Buy
+2,077
New +$103K ﹤0.01% 743