Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,226
Closed -$374K 462
2023
Q2
$374K Sell
7,226
-381
-5% -$19.7K ﹤0.01% 404
2023
Q1
$511K Buy
+7,607
New +$511K ﹤0.01% 394