Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,855
Closed -$279K 770
2023
Q3
$279K Sell
20,855
-23,445
-53% -$314K 0.15% 57
2023
Q2
$595K Sell
44,300
-138,966
-76% -$1.86M 0.42% 52
2023
Q1
$2.89M Buy
+183,266
New +$2.89M 2.86% 8