Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$405K Buy
3,017
+499
+20% +$67K 0.02% 816
2023
Q2
$345K Sell
2,518
-153
-6% -$20.9K 0.02% 736
2023
Q1
$403K Buy
2,671
+760
+40% +$115K 0.02% 624
2022
Q4
$219K Buy
1,911
+153
+9% +$17.5K 0.01% 817
2022
Q3
$207K Buy
+1,758
New +$207K 0.02% 751