Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,395
Closed -$320K 302
2023
Q2
$320K Sell
2,395
-1,694
-41% -$227K ﹤0.01% 520
2023
Q1
$536K Buy
+4,089
New +$536K ﹤0.01% 554