Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-19,877
Closed -$641K 743
2023
Q2
$641K Buy
19,877
+916
+5% +$29.5K ﹤0.01% 593
2023
Q1
$630K Buy
+18,961
New +$630K ﹤0.01% 637