Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,935
Closed -$212K 988
2023
Q3
$212K Sell
5,935
-998
-14% -$35.6K 0.01% 552
2023
Q2
$298K Buy
6,933
+69
+1% +$2.96K 0.01% 400
2023
Q1
$282K Buy
+6,864
New +$282K 0.01% 399