Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,701
Closed -$151K 958
2023
Q3
$151K Buy
16,701
+543
+3% +$4.91K ﹤0.01% 586
2023
Q2
$157K Sell
16,158
-10,185
-39% -$98.7K ﹤0.01% 489
2023
Q1
$277K Buy
+26,343
New +$277K 0.01% 406