Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,975
Closed -$641K 203
2023
Q3
$641K Sell
3,975
-125
-3% -$20.1K 0.14% 96
2023
Q2
$600K Buy
+4,100
New +$600K 0.13% 96