Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,053
Closed -$217K 1067
2023
Q3
$217K Sell
4,053
-1,042
-20% -$55.9K 0.01% 889
2023
Q2
$275K Buy
+5,095
New +$275K 0.01% 833