Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,452
Closed -$337K 1190
2023
Q2
$337K Sell
4,452
-1,356
-23% -$103K 0.01% 704
2023
Q1
$367K Buy
+5,808
New +$367K 0.01% 614