Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-18,938
Closed -$485K 40
2023
Q3
$485K Sell
18,938
-18,937
-50% -$485K 0.16% 35
2023
Q2
$1M Buy
+37,875
New +$1M 1.52% 8