Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,691
Closed -$89.6K 347
2023
Q2
$89.6K Buy
10,691
+359
+3% +$3.01K ﹤0.01% 875
2023
Q1
$84.1K Buy
+10,332
New +$84.1K ﹤0.01% 874