Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$3.9M Buy
18,757
+2,467
+15% +$514K 0.16% 135
2023
Q2
$3.14M Buy
16,290
+2,018
+14% +$389K 0.15% 129
2023
Q1
$2.77M Buy
14,272
+1,370
+11% +$266K 0.15% 132
2022
Q4
$2.85M Buy
12,902
+1,530
+13% +$338K 0.18% 121
2022
Q3
$2.07M Buy
+11,372
New +$2.07M 0.16% 135