Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,358
Closed -$225K 81
2023
Q3
$225K Sell
2,358
-67
-3% -$6.4K 0.12% 74
2023
Q2
$247K Buy
+2,425
New +$247K 0.16% 69