Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,727
Closed -$200K 225
2023
Q2
$200K Hold
3,727
0.04% 175
2023
Q1
$203K Buy
+3,727
New +$203K 0.04% 174