Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-64,054
Closed -$279K 976
2023
Q2
$279K Sell
64,054
-4,619
-7% -$20.1K 0.02% 768
2023
Q1
$306K Buy
+68,673
New +$306K 0.02% 713