Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,700
Closed -$575K 28
2023
Q2
$575K Buy
+5,700
New +$575K 0.71% 15
2022
Q3
Hold
0
40
2022
Q2
Hold
0
37
2022
Q1
Hold
0
52