Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,671
Closed -$345K 551
2023
Q3
$345K Sell
13,671
-1,270
-9% -$32K 0.02% 407
2023
Q2
$282K Sell
14,941
-5,342
-26% -$101K 0.02% 434
2023
Q1
$339K Buy
+20,283
New +$339K 0.02% 390