Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,000
Closed -$372K 22
2023
Q3
$372K Hold
1,000
0.12% 38
2023
Q2
$381K Hold
1,000
0.58% 14
2023
Q1
$355K Buy
+1,000
New +$355K 0.18% 9