Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,220
Closed -$240K 149
2023
Q3
$240K Hold
1,220
0.18% 108
2023
Q2
$274K Buy
+1,220
New +$274K 0.19% 85