Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$231K Sell
4,883
-226
-4% -$10.7K 0.01% 1097
2023
Q2
$217K Sell
5,109
-1,002
-16% -$42.6K 0.01% 961
2023
Q1
$321K Sell
6,111
-31
-0.5% -$1.63K 0.02% 706
2022
Q4
$313K Buy
+6,142
New +$313K 0.02% 671