Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$219K Buy
3,858
+57
+1% +$3.24K 0.01% 1125
2023
Q2
$240K Sell
3,801
-23
-0.6% -$1.45K 0.01% 914
2023
Q1
$246K Buy
+3,824
New +$246K 0.01% 830