Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$430K Sell
1,048
-132
-11% -$54.2K 0.04% 117
2023
Q3
$439K Sell
1,180
-40
-3% -$14.9K 0.05% 105
2023
Q2
$465K Buy
+1,220
New +$465K 0.05% 104