Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$433K Buy
5,866
+412
+8% +$30.4K ﹤0.01% 968
2023
Q3
$310K Sell
5,454
-45
-0.8% -$2.56K ﹤0.01% 1064
2023
Q2
$348K Sell
5,499
-164
-3% -$10.4K ﹤0.01% 1046
2023
Q1
$365K Buy
+5,663
New +$365K ﹤0.01% 1025