Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-63,763
Closed -$1.45M 1517
2023
Q2
$1.45M Buy
63,763
+42,128
+195% +$955K 0.15% 174
2023
Q1
$425K Buy
+21,635
New +$425K 0.05% 615