Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$4.39M Buy
20,594
+380
+2% +$81K 0.18% 111
2023
Q2
$4.07M Buy
20,214
+2,013
+11% +$405K 0.19% 102
2023
Q1
$3.12M Buy
18,201
+2,196
+14% +$376K 0.17% 117
2022
Q4
$2.51M Buy
16,005
+2,000
+14% +$314K 0.16% 139
2022
Q3
$1.87M Buy
+14,005
New +$1.87M 0.14% 155