Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3
Closed -$64K 1609
2023
Q3
$64K Sell
3
-31
-91% -$661K 0.01% 224
2023
Q2
$736K Buy
+34
New +$736K 0.24% 59