Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,849
Closed -$235K 1231
2023
Q3
$235K Sell
1,849
-4,256
-70% -$540K 0.01% 1003
2023
Q2
$659K Buy
+6,105
New +$659K 0.02% 554