Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,878
Closed -$225K 266
2023
Q2
$225K Sell
12,878
-13,128
-50% -$229K 0.01% 836
2023
Q1
$416K Buy
+26,006
New +$416K 0.02% 801