Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,584
Closed -$254K 243
2023
Q2
$254K Sell
1,584
-89
-5% -$14.3K 0.09% 212
2023
Q1
$277K Buy
+1,673
New +$277K 0.11% 184