Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,858
Closed -$176K 493
2023
Q3
$176K Sell
11,858
-9,215
-44% -$137K 0.13% 260
2023
Q2
$285K Buy
+21,073
New +$285K 0.05% 415