Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-436
Closed -$100K 767
2023
Q3
$100K Buy
436
+308
+241% +$70.8K 0.05% 89
2023
Q2
$30.4K Buy
+128
New +$30.4K 0.02% 282