Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,739
Closed -$228K 109
2023
Q3
$228K Sell
1,739
-1,680
-49% -$220K 0.22% 92
2023
Q2
$544K Buy
+3,419
New +$544K 0.53% 53