Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,017
Closed -$264K 296
2023
Q3
$264K Hold
1,017
0.08% 263
2023
Q2
$256K Hold
1,017
0.1% 218
2023
Q1
$236K Buy
+1,017
New +$236K 0.1% 220