Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,216
Closed -$250K 62
2023
Q2
$250K Sell
2,216
-342
-13% -$38.6K 0.01% 39
2023
Q1
$268K Buy
+2,558
New +$268K 0.01% 25