Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,170
Closed -$320K 1129
2023
Q3
$320K Buy
14,170
+1,063
+8% +$24K 0.02% 637
2023
Q2
$419K Sell
13,107
-7,398
-36% -$237K 0.02% 566
2023
Q1
$612K Buy
+20,505
New +$612K 0.04% 445