Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,827
Closed -$263K 176
2023
Q2
$263K Sell
7,827
-391
-5% -$13.1K 0.1% 151
2023
Q1
$243K Buy
+8,218
New +$243K 0.1% 163