Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,742
Closed -$163K 1862
2023
Q3
$163K Buy
25,742
+1,663
+7% +$10.5K ﹤0.01% 1564
2023
Q2
$272K Buy
+24,079
New +$272K ﹤0.01% 1356