Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,620
Closed -$157K 44
2023
Q3
$157K Sell
19,620
-1,280
-6% -$10.2K 0.17% 31
2023
Q2
$200K Buy
+20,900
New +$200K 0.23% 26