Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,890
Closed -$360K 140
2023
Q2
$360K Sell
9,890
-2,158
-18% -$78.6K 0.19% 92
2023
Q1
$404K Buy
+12,048
New +$404K 0.23% 89