Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,822
Closed -$951K 314
2023
Q2
$951K Buy
14,822
+9,047
+157% +$580K 0.08% 75
2023
Q1
$296K Buy
+5,775
New +$296K 0.02% 227