Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,930
Closed -$248K 561
2023
Q2
$248K Buy
2,930
+1,009
+53% +$85.4K 0.02% 543
2023
Q1
$214K Buy
+1,921
New +$214K 0.02% 566