Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$310K Sell
33,835
-1,982
-6% -$18.2K 0.01% 940
2023
Q2
$357K Sell
35,817
-3,809
-10% -$38K 0.02% 725
2023
Q1
$451K Sell
39,626
-4,146
-9% -$47.2K 0.02% 586
2022
Q4
$521K Sell
43,772
-5,480
-11% -$65.3K 0.03% 508
2022
Q3
$528K Buy
+49,252
New +$528K 0.04% 442