Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$714K Buy
13,064
+2,568
+24% +$140K 0.03% 585
2023
Q2
$585K Buy
10,496
+388
+4% +$21.6K 0.03% 550
2023
Q1
$514K Buy
10,108
+4,083
+68% +$208K 0.03% 548
2022
Q4
$240K Buy
+6,025
New +$240K 0.01% 774