Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,719
Closed -$356K 1053
2023
Q2
$356K Buy
15,719
+5,230
+50% +$119K 0.01% 744
2023
Q1
$206K Buy
+10,489
New +$206K 0.01% 888