Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,965
Closed -$315K 342
2023
Q3
$315K Sell
5,965
-2,899
-33% -$153K 0.18% 247
2023
Q2
$514K Buy
+8,864
New +$514K 0.27% 139