Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,608
Closed -$88K 393
2023
Q3
$88K Sell
10,608
-38
-0.4% -$315 0.02% 363
2023
Q2
$113K Buy
+10,646
New +$113K 0.03% 366