Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-464,898
Closed -$1.48M 1324
2023
Q2
$1.48M Buy
464,898
+424,067
+1,039% +$1.35M 0.04% 232
2023
Q1
$175K Buy
+40,831
New +$175K 0.01% 497