Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-36,448
Closed -$340K 501
2023
Q2
$340K Buy
36,448
+8,038
+28% +$75.1K 0.01% 320
2023
Q1
$322K Buy
+28,410
New +$322K 0.01% 396