Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,285
Closed -$238K 430
2023
Q2
$238K Buy
2,285
+351
+18% +$36.6K 0.01% 359
2023
Q1
$236K Buy
+1,934
New +$236K 0.01% 339