Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,395
Closed -$980K 492
2023
Q2
$980K Buy
9,395
+5,151
+121% +$537K 0.67% 9
2023
Q1
$518K Buy
+4,244
New +$518K 0.33% 87