Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,210
Closed -$21K 148
2023
Q3
$21K Buy
8,210
+2,463
+43% +$6.31K 0.01% 111
2023
Q2
$44.9K Buy
5,747
+232
+4% +$1.81K 0.03% 84
2023
Q1
$40.1K Buy
+5,515
New +$40.1K 0.03% 77