Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-628
Closed -$42.1K 161
2023
Q2
$42.1K Sell
628
-1,053
-63% -$70.5K 0.01% 153
2023
Q1
$123K Buy
+1,681
New +$123K 0.02% 145