Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-539
Closed -$45.7K 126
2023
Q3
$45.7K Sell
539
-73
-12% -$6.19K 0.04% 115
2023
Q2
$70K Sell
612
-432
-41% -$49.4K 0.05% 123
2023
Q1
$118K Buy
+1,044
New +$118K 0.1% 114