Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,820
Closed -$1.79M 49
2023
Q3
$1.79M Sell
4,820
-40
-0.8% -$14.9K 0.85% 37
2023
Q2
$1.85M Buy
+4,860
New +$1.85M 0.97% 30