Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,000
Closed -$765K 36
2023
Q3
$765K Buy
+5,000
New +$765K 4.16% 9
2019
Q4
Sell
-5,000
Closed -$302K 41
2019
Q3
$302K Buy
+5,000
New +$302K 1.7% 21