Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,559
Closed -$264K 357
2023
Q3
$264K Sell
5,559
-597
-10% -$28.4K 0.05% 264
2023
Q2
$262K Buy
+6,156
New +$262K 0.05% 281