Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.33M Sell
9,568
-186
-2% -$25.9K 0.05% 388
2023
Q2
$1.44M Buy
9,754
+71
+0.7% +$10.5K 0.07% 297
2023
Q1
$1.47M Buy
9,683
+387
+4% +$58.8K 0.08% 263
2022
Q4
$1.26M Buy
9,296
+1,276
+16% +$173K 0.08% 278
2022
Q3
$935K Buy
+8,020
New +$935K 0.07% 282