Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,130
Closed -$153K 284
2023
Q2
$153K Sell
10,130
-7,675
-43% -$116K 0.04% 300
2023
Q1
$224K Buy
+17,805
New +$224K 0.06% 277