Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-602
Closed -$23K 761
2023
Q3
$23K Buy
602
+261
+77% +$9.97K 0.01% 354
2023
Q2
$15.5K Buy
+341
New +$15.5K 0.01% 331