Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,168
Closed -$676K 158
2023
Q2
$676K Sell
6,168
-10,246
-62% -$1.12M 0.12% 78
2023
Q1
$1.66M Buy
+16,414
New +$1.66M 0.24% 71