Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$851K Buy
11,675
+427
+4% +$31.1K 0.03% 543
2023
Q2
$971K Buy
11,248
+42
+0.4% +$3.63K 0.05% 396
2023
Q1
$818K Buy
11,206
+1,469
+15% +$107K 0.05% 399
2022
Q4
$655K Buy
9,737
+265
+3% +$17.8K 0.04% 450
2022
Q3
$568K Buy
+9,472
New +$568K 0.04% 422