Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,000
Closed -$295K 295
2023
Q3
$295K Sell
6,000
-2,000
-25% -$98.4K 0.13% 99
2023
Q2
$382K Buy
+8,000
New +$382K 0.16% 88