Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,599
Closed -$530K 326
2023
Q3
$530K Buy
8,599
+5
+0.1% +$308 0.05% 234
2023
Q2
$563K Buy
+8,594
New +$563K 0.06% 234