Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,111
Closed -$224K 285
2023
Q2
$224K Sell
3,111
-179
-5% -$12.9K 0.08% 232
2023
Q1
$252K Buy
+3,290
New +$252K 0.1% 202