Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,397
Closed -$827K 1445
2023
Q3
$827K Sell
4,397
-3,579
-45% -$673K 0.03% 317
2023
Q2
$1.45M Buy
+7,976
New +$1.45M 0.04% 239