Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-25,505
Closed -$244K 288
2023
Q2
$244K Hold
25,505
0.09% 145
2023
Q1
$236K Buy
+25,505
New +$236K 0.09% 170