Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-32,856
Closed -$1.35M 157
2023
Q2
$1.35M Sell
32,856
-3,828
-10% -$157K 0.03% 92
2023
Q1
$1.78M Buy
+36,684
New +$1.78M 0.04% 89