Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,300
Closed -$202K 608
2023
Q2
$202K Sell
13,300
-5,540
-29% -$84.3K 0.25% 206
2023
Q1
$316K Buy
+18,840
New +$316K 0.13% 287