Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-46,103
Closed -$2.27M 125
2023
Q2
$2.27M Sell
46,103
-972
-2% -$47.8K 1.09% 32
2023
Q1
$2.06M Buy
+47,075
New +$2.06M 0.91% 32