Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,903
Closed -$295K 542
2023
Q2
$295K Sell
11,903
-430
-3% -$10.7K 0.14% 220
2023
Q1
$176K Buy
+12,333
New +$176K 0.12% 255