Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-398
Closed -$204K 72
2023
Q3
$204K Buy
+398
New +$204K 0.13% 39
2023
Q2
Sell
-591
Closed -$331K 41
2023
Q1
$331K Buy
+591
New +$331K 0.24% 30