Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,728
Closed -$212K 1733
2023
Q3
$212K Sell
10,728
-63,952
-86% -$1.26M 0.01% 1329
2023
Q2
$1.69M Buy
+74,680
New +$1.69M 0.04% 551