Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,149
Closed -$240K 168
2023
Q3
$240K Sell
7,149
-162
-2% -$5.45K 0.21% 139
2023
Q2
$222K Buy
+7,311
New +$222K 0.16% 155