Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-816
Closed -$27.5K 467
2023
Q3
$27.5K Buy
816
+39
+5% +$1.31K 0.01% 190
2023
Q2
$26K Buy
+777
New +$26K 0.01% 176