Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,201
Closed -$306K 300
2023
Q3
$306K Sell
8,201
-10,733
-57% -$401K 0.01% 254
2023
Q2
$811K Buy
+18,934
New +$811K 0.04% 193