Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,500
Closed -$245K 648
2023
Q3
$245K Sell
1,500
-210
-12% -$34.2K 0.01% 530
2023
Q2
$313K Buy
+1,710
New +$313K 0.02% 478