Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,785
Closed -$242K 528
2023
Q3
$242K Sell
3,785
-432
-10% -$27.6K 0.04% 445
2023
Q2
$292K Buy
+4,217
New +$292K 0.05% 403