Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$854K Buy
20,762
+490
+2% +$20.2K 0.03% 540
2023
Q2
$897K Buy
20,272
+6,301
+45% +$279K 0.04% 421
2023
Q1
$551K Buy
13,971
+1,068
+8% +$42.1K 0.03% 529
2022
Q4
$385K Buy
12,903
+164
+1% +$4.9K 0.02% 595
2022
Q3
$339K Buy
+12,739
New +$339K 0.03% 573