Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.1M Buy
5,448
+311
+6% +$62.7K 0.04% 453
2023
Q2
$943K Sell
5,137
-355
-6% -$65.1K 0.04% 405
2023
Q1
$1.07M Sell
5,492
-687
-11% -$134K 0.06% 337
2022
Q4
$1.1M Buy
6,179
+879
+17% +$157K 0.07% 305
2022
Q3
$827K Buy
+5,300
New +$827K 0.06% 317