Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,564
Closed -$71.2K 802
2023
Q3
$71.2K Buy
2,564
+1,026
+67% +$28.5K 0.04% 135
2023
Q2
$44.8K Buy
+1,538
New +$44.8K 0.03% 223