Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,866
Closed -$89.2K 1056
2023
Q3
$89.2K Buy
10,866
+14
+0.1% +$115 ﹤0.01% 984
2023
Q2
$126K Sell
10,852
-9,947
-48% -$116K ﹤0.01% 936
2023
Q1
$160K Buy
+20,799
New +$160K 0.01% 910