Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-635
Closed -$253K 1247
2023
Q3
$253K Sell
635
-1,535
-71% -$612K 0.12% 167
2023
Q2
$743K Buy
+2,170
New +$743K 0.24% 100