Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-21,453
Closed -$247K 502
2023
Q2
$247K Buy
21,453
+6,531
+44% +$75.1K 0.13% 291
2023
Q1
$208K Buy
+14,922
New +$208K 0.12% 338