Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,300
Closed -$281K 218
2023
Q3
$281K Sell
6,300
-4,010
-39% -$179K 0.04% 164
2023
Q2
$539K Buy
+10,310
New +$539K 0.08% 156