Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$227K Sell
1,278
-497
-28% -$88.4K 0.09% 211
2023
Q2
$328K Sell
1,775
-138
-7% -$25.5K 0.12% 167
2023
Q1
$321K Buy
+1,913
New +$321K 0.13% 164