Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,674
Closed -$315K 371
2023
Q3
$315K Sell
1,674
-472
-22% -$88.8K 0.05% 273
2023
Q2
$391K Hold
2,146
0.06% 262
2023
Q1
$395K Buy
+2,146
New +$395K 0.06% 259