Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,300
Closed -$342K 579
2023
Q2
$342K Sell
5,300
-16,156
-75% -$1.04M 0.42% 88
2023
Q1
$1.03M Buy
+21,456
New +$1.03M 0.41% 57