Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-26,335
Closed -$323K 331
2023
Q3
$323K Buy
26,335
+7,600
+41% +$93.1K 0.05% 228
2023
Q2
$279K Buy
+18,735
New +$279K 0.03% 247