Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,531
Closed -$208K 1968
2023
Q3
$208K Hold
3,531
﹤0.01% 1665
2023
Q2
$230K Buy
+3,531
New +$230K ﹤0.01% 1603