Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-75,300
Closed -$201K 352
2023
Q3
$201K Buy
75,300
+25,000
+50% +$66.8K 0.02% 246
2023
Q2
$105K Buy
+50,300
New +$105K 0.01% 253