Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,615
Closed -$243K 1067
2023
Q3
$243K Sell
4,615
-1,337
-22% -$70.5K 0.01% 871
2023
Q2
$382K Sell
5,952
-356
-6% -$22.8K 0.01% 727
2023
Q1
$337K Buy
+6,308
New +$337K 0.01% 758