Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,349
Closed -$153K 337
2023
Q3
$153K Buy
12,349
+137
+1% +$1.7K 0.02% 342
2023
Q2
$185K Buy
+12,212
New +$185K 0.03% 340