Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,651
Closed -$316K 112
2023
Q2
$316K Sell
2,651
-30
-1% -$3.57K 0.17% 69
2023
Q1
$249K Buy
+2,681
New +$249K 0.14% 78