Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-53,750
Closed -$572K 56
2023
Q2
$572K Hold
53,750
0.57% 44
2023
Q1
$562K Buy
+53,750
New +$562K 0.17% 89