Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,300
Closed -$211K 819
2023
Q3
$211K Sell
2,300
-2,200
-49% -$202K 0.07% 380
2023
Q2
$352K Buy
+4,500
New +$352K 0.44% 84
2023
Q1
Sell
-7,399
Closed -$568K 658
2022
Q4
$568K Buy
+7,399
New +$568K 0.4% 84