Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$294K Hold
1,640
0.34% 62
2023
Q3
$264K Sell
1,640
-227
-12% -$36.6K 0.31% 61
2023
Q2
$273K Buy
+1,867
New +$273K 0.34% 65