Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,272
Closed -$202K 602
2023
Q3
$202K Buy
7,272
+2,200
+43% +$61.1K 0.12% 367
2023
Q2
$206K Buy
+5,072
New +$206K 0.14% 335