Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-74
Closed -$441K 40
2023
Q3
$441K Buy
+74
New +$441K 2.87% 4
2023
Q2
Sell
-68
Closed -$379K 86
2023
Q1
$379K Buy
+68
New +$379K 2.37% 14