Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-78,507
Closed -$883K 434
2023
Q3
$883K Buy
78,507
+40,000
+104% +$450K 0.04% 297
2023
Q2
$443K Hold
38,507
0.02% 429
2023
Q1
$536K Hold
38,507
0.02% 397
2022
Q4
$507K Buy
+38,507
New +$507K 0.02% 399