Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-50
Closed -$3.73K 1107
2023
Q3
$3.73K Sell
50
-9,658
-99% -$721K ﹤0.01% 738
2023
Q2
$573K Buy
+9,708
New +$573K 0.2% 54