Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,064
Closed -$50K 298
2023
Q2
$50K Buy
1,064
+27
+3% +$1.27K 0.03% 82
2023
Q1
$51K Buy
+1,037
New +$51K 0.03% 82