Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,131
Closed -$228K 240
2023
Q2
$228K Sell
1,131
-43
-4% -$8.67K 0.08% 229
2023
Q1
$237K Buy
+1,174
New +$237K 0.09% 227