Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-39,451
Closed -$99.4K 131
2023
Q3
$99.4K Buy
39,451
+960
+2% +$2.42K 0.03% 121
2023
Q2
$163K Buy
38,491
+4,983
+15% +$21.1K 0.04% 128
2023
Q1
$140K Buy
+33,508
New +$140K 0.03% 138