Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-569
Closed -$107K 400
2023
Q2
$107K Buy
569
+1
+0.2% +$187 0.06% 61
2023
Q1
$110K Buy
+568
New +$110K 0.07% 54