Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-258
Closed -$257K 188
2023
Q3
$257K Sell
258
-42
-14% -$41.9K ﹤0.01% 229
2023
Q2
$256K Hold
300
﹤0.01% 236
2023
Q1
$256K Buy
+300
New +$256K ﹤0.01% 223