Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,433
Closed -$233K 78
2023
Q3
$233K Buy
2,433
+263
+12% +$25.1K 0.11% 66
2023
Q2
$240K Buy
+2,170
New +$240K 0.11% 65