Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,042
Closed -$287K 135
2023
Q2
$287K Buy
8,042
+915
+13% +$32.6K 0.2% 88
2023
Q1
$254K Buy
+7,127
New +$254K 0.18% 98