Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-46,136
Closed -$1.68M 276
2023
Q2
$1.68M Sell
46,136
-39,585
-46% -$1.44M 0.31% 152
2023
Q1
$2.88M Buy
+85,721
New +$2.88M 0.57% 41