Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,000
Closed -$372K 316
2023
Q3
$372K Hold
1,000
0.06% 97
2023
Q2
$381K Buy
+1,000
New +$381K 0.06% 103