Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-628
Closed -$204K 130
2023
Q3
$204K Buy
628
+26
+4% +$8.43K 0.04% 104
2023
Q2
$208K Buy
+602
New +$208K 0.04% 98