Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,000
Closed -$324K 168
2023
Q3
$324K Hold
1,000
0.18% 50
2023
Q2
$345K Buy
+1,000
New +$345K 0.19% 40