Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,409
Closed -$270K 274
2023
Q3
$270K Sell
3,409
-4,979
-59% -$395K 0.01% 258
2023
Q2
$702K Buy
+8,388
New +$702K 0.03% 208