Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-358
Closed -$259K 321
2023
Q2
$259K Buy
358
+10
+3% +$7.25K 0.01% 308
2023
Q1
$237K Buy
+348
New +$237K 0.01% 311