Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$475K Buy
1,514
+241
+19% +$75.7K 0.02% 743
2023
Q2
$434K Sell
1,273
-8
-0.6% -$2.73K 0.02% 649
2023
Q1
$380K Buy
1,281
+3
+0.2% +$889 0.02% 639
2022
Q4
$384K Buy
1,278
+137
+12% +$41.2K 0.02% 598
2022
Q3
$298K Buy
+1,141
New +$298K 0.02% 619