Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,028
Closed -$207K 64
2023
Q2
$207K Buy
+1,028
New +$207K 0.33% 156
2022
Q3
Sell
-2,504
Closed -$315K 326
2022
Q2
$315K Buy
+2,504
New +$315K 0.22% 167