Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$184K Sell
71,506
-405
-0.6% -$1.05K 0.01% 1184
2023
Q2
$229K Buy
71,911
+304
+0.4% +$967 0.01% 936
2023
Q1
$202K Sell
71,607
-9,371
-12% -$26.4K 0.01% 926
2022
Q4
$220K Buy
80,978
+26,803
+49% +$72.9K 0.01% 814
2022
Q3
$153K Buy
+54,175
New +$153K 0.01% 787