Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,112
Closed -$268K 959
2023
Q2
$268K Sell
6,112
-1,550
-20% -$67.9K 0.01% 530
2023
Q1
$265K Buy
+7,662
New +$265K 0.01% 418