Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,569
Closed -$327K 150
2023
Q3
$327K Buy
1,569
+405
+35% +$84.3K 0.21% 52
2023
Q2
$263K Buy
1,164
+211
+22% +$47.7K 0.18% 52
2023
Q1
$212K Buy
+953
New +$212K 0.16% 58