Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,711
Closed -$1.51M 1271
2023
Q3
$1.51M Sell
6,711
-866
-11% -$195K 0.03% 438
2023
Q2
$1.68M Sell
7,577
-478
-6% -$106K 0.03% 422
2023
Q1
$1.68M Buy
+8,055
New +$1.68M 0.03% 428