Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,067
Closed -$277K 190
2023
Q3
$277K Buy
1,067
+41
+4% +$10.6K 0.34% 86
2023
Q2
$330K Buy
+1,026
New +$330K 0.14% 166