Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-81,828
Closed -$1.22M 393
2023
Q3
$1.22M Buy
81,828
+44,236
+118% +$661K 0.05% 242
2023
Q2
$553K Hold
37,592
0.02% 389
2023
Q1
$647K Buy
+37,592
New +$647K 0.03% 361