Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,950
Closed -$215K 72
2023
Q2
$215K Buy
1,950
+77
+4% +$8.5K 0.15% 67
2023
Q1
$230K Buy
+1,873
New +$230K 0.16% 68