Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,750
Closed -$496K 211
2023
Q2
$496K Buy
7,750
+4,450
+135% +$285K 0.1% 183
2023
Q1
$218K Buy
+3,300
New +$218K 0.04% 187