Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-704
Closed -$269K 267
2023
Q2
$269K Sell
704
-75
-10% -$28.7K 0.1% 201
2023
Q1
$288K Buy
+779
New +$288K 0.11% 181