Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,664
Closed -$423K 530
2023
Q2
$423K Buy
6,664
+3,810
+133% +$242K 0.2% 132
2023
Q1
$200K Buy
+2,854
New +$200K 0.14% 246