Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,121
Closed -$82.2K 498
2023
Q2
$82.2K Buy
1,121
+7
+0.6% +$513 0.05% 65
2023
Q1
$84.8K Buy
+1,114
New +$84.8K 0.05% 65