Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,923
Closed -$227K 569
2023
Q2
$227K Sell
1,923
-1,312
-41% -$155K 0.03% 311
2023
Q1
$460K Buy
+3,235
New +$460K 0.05% 368