Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-589
Closed -$291K 475
2023
Q2
$291K Buy
589
+158
+37% +$77.9K 0.03% 382
2023
Q1
$209K Buy
+431
New +$209K 0.02% 456