Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-544
Closed -$205K 101
2023
Q3
$205K Buy
544
+3
+0.6% +$1.13K 0.15% 106
2023
Q2
$238K Buy
+541
New +$238K 0.17% 94