Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-51,906
Closed -$212K 581
2023
Q3
$212K Buy
51,906
+33,907
+188% +$139K 0.15% 307
2023
Q2
$160K Buy
+17,999
New +$160K 0.09% 400