Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-90
Closed -$19.1K 168
2023
Q2
$19.1K Sell
90
-5
-5% -$1.06K 0.01% 119
2023
Q1
$20.1K Buy
+95
New +$20.1K 0.01% 114