Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,116
Closed -$126K 273
2023
Q3
$126K Sell
10,116
-59
-0.6% -$733 0.01% 219
2023
Q2
$154K Buy
10,175
+1
+0% +$15 0.01% 222
2023
Q1
$128K Buy
+10,174
New +$128K 0.01% 222