Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,957
Closed -$173K 395
2023
Q3
$173K Sell
13,957
-90
-0.6% -$1.12K 0.03% 323
2023
Q2
$209K Buy
+14,047
New +$209K 0.04% 319