Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,572
Closed -$327K 343
2023
Q3
$327K Buy
1,572
+2
+0.1% +$416 0.05% 269
2023
Q2
$338K Hold
1,570
0.05% 281
2023
Q1
$363K Buy
+1,570
New +$363K 0.06% 271