Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$557K Buy
1,008
+435
+76% +$240K 0.04% 373
2023
Q3
$290K Buy
573
+13
+2% +$6.58K 0.03% 478
2023
Q2
$264K Buy
+560
New +$264K 0.02% 501