Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$319K Sell
66,511
-10,913
-14% -$52.4K 0.01% 916
2023
Q2
$393K Sell
77,424
-3,459
-4% -$17.5K 0.02% 686
2023
Q1
$348K Sell
80,883
-168
-0.2% -$722 0.02% 668
2022
Q4
$408K Sell
81,051
-10,570
-12% -$53.3K 0.03% 575
2022
Q3
$363K Buy
+91,621
New +$363K 0.03% 557