Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$575K Sell
2,731
-26
-0.9% -$5.47K 0.02% 661
2023
Q2
$509K Buy
2,757
+170
+7% +$31.4K 0.02% 599
2023
Q1
$421K Buy
2,587
+48
+2% +$7.8K 0.02% 613
2022
Q4
$376K Buy
2,539
+82
+3% +$12.1K 0.02% 606
2022
Q3
$284K Buy
+2,457
New +$284K 0.02% 629