Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-400
Closed -$41.7K 1784
2023
Q2
$41.7K Sell
400
-425
-52% -$44.3K 0.01% 841
2023
Q1
$99.9K Buy
+825
New +$99.9K 0.02% 582