Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,485
Closed -$209K 292
2023
Q2
$209K Sell
10,485
-182
-2% -$3.64K 0.08% 248
2023
Q1
$251K Buy
+10,667
New +$251K 0.1% 203