Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,599
Closed -$212K 753
2023
Q3
$212K Sell
3,599
-4,414
-55% -$260K 0.02% 513
2023
Q2
$433K Buy
+8,013
New +$433K 0.05% 211