Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,850
Closed -$655K 454
2023
Q3
$655K Buy
6,850
+636
+10% +$60.8K 0.4% 116
2023
Q2
$686K Buy
+6,214
New +$686K 0.41% 115