Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,625
Closed -$243K 155
2023
Q3
$243K Buy
7,625
+78
+1% +$2.49K 0.05% 131
2023
Q2
$234K Buy
+7,547
New +$234K 0.04% 140