Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,329
Closed -$495K 409
2023
Q3
$495K Sell
1,329
-11
-0.8% -$4.1K 0.07% 281
2023
Q2
$511K Buy
+1,340
New +$511K 0.07% 285