Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-46,640
Closed -$611K 819
2023
Q2
$611K Buy
46,640
+7,999
+21% +$105K 0.22% 98
2023
Q1
$775K Buy
+38,641
New +$775K 0.33% 72