Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-30,000
Closed -$302K 769
2023
Q3
$302K Buy
30,000
+15,000
+100% +$151K 0.02% 376
2023
Q2
$182K Buy
+15,000
New +$182K 0.01% 453