Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,988
Closed -$207K 330
2023
Q2
$207K Sell
6,988
-243
-3% -$7.19K 0.01% 396
2023
Q1
$224K Buy
+7,231
New +$224K 0.02% 384