Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,156
Closed -$235K 682
2023
Q3
$235K Hold
1,156
0.01% 542
2023
Q2
$218K Sell
1,156
-20
-2% -$3.77K 0.01% 573
2023
Q1
$209K Buy
+1,176
New +$209K 0.01% 506