Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,292
Closed -$202K 77
2023
Q3
$202K Buy
5,292
+1
+0% +$38 0.14% 75
2023
Q2
$241K Buy
+5,291
New +$241K 0.16% 67