Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,984
Closed -$184K 706
2023
Q3
$184K Sell
2,984
-258
-8% -$15.9K 0.03% 301
2023
Q2
$213K Buy
+3,242
New +$213K 0.04% 232