Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-800
Closed -$76.5K 64
2023
Q3
$76.5K Sell
800
-4,800
-86% -$459K 0.12% 40
2023
Q2
$618K Buy
+5,600
New +$618K 0.7% 20