Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,231
Closed -$728K 272
2023
Q3
$728K Buy
9,231
+264
+3% +$20.8K 0.04% 190
2023
Q2
$829K Buy
+8,967
New +$829K 0.04% 190