Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,048
Closed -$242K 214
2023
Q2
$242K Buy
4,048
+427
+12% +$25.5K 0.17% 116
2023
Q1
$230K Buy
+3,621
New +$230K 0.17% 117