Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,156
Closed -$380K 103
2023
Q3
$380K Sell
11,156
-1,345
-11% -$45.8K 0.13% 70
2023
Q2
$492K Buy
+12,501
New +$492K 0.17% 62