Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-52,102
Closed -$565K 262
2023
Q2
$565K Hold
52,102
0.31% 51
2023
Q1
$548K Buy
+52,102
New +$548K 0.28% 62