Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,367
Closed -$251K 243
2023
Q2
$251K Sell
6,367
-331
-5% -$13.1K 0.05% 212
2023
Q1
$250K Buy
+6,698
New +$250K 0.05% 214