Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$407K Buy
11,078
+252
+2% +$9.25K 0.02% 813
2023
Q2
$320K Sell
10,826
-130
-1% -$3.85K 0.02% 763
2023
Q1
$339K Buy
10,956
+198
+2% +$6.12K 0.02% 681
2022
Q4
$373K Buy
+10,758
New +$373K 0.02% 610