Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$298K Sell
3,587
-188
-5% -$15.6K 0.01% 962
2023
Q2
$320K Buy
3,775
+348
+10% +$29.5K 0.02% 764
2023
Q1
$289K Buy
3,427
+231
+7% +$19.5K 0.02% 756
2022
Q4
$271K Buy
+3,196
New +$271K 0.02% 727