Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-112,092
Closed -$356K 238
2023
Q2
$356K Buy
112,092
+9,043
+9% +$28.8K 0.01% 171
2023
Q1
$291K Buy
+103,049
New +$291K 0.01% 193