Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,000
Closed -$130K 126
2023
Q2
$130K Sell
11,000
-200
-2% -$2.37K 0.07% 125
2023
Q1
$126K Buy
+11,200
New +$126K 0.07% 126