Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,933
Closed -$252K 90
2023
Q2
$252K Sell
3,933
-2,493
-39% -$160K 0.25% 47
2023
Q1
$329K Buy
+6,426
New +$329K 0.31% 35