Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$222K Sell
20,642
-434
-2% -$4.67K 0.23% 71
2023
Q2
$195K Buy
21,076
+523
+3% +$4.83K 0.21% 73
2023
Q1
$257K Buy
+20,553
New +$257K 0.3% 54