Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,910
Closed -$568K 118
2023
Q3
$568K Buy
1,910
+134
+8% +$39.9K 0.23% 72
2023
Q2
$587K Buy
+1,776
New +$587K 0.24% 77