Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.24M Buy
36,966
+10,223
+38% +$344K 0.05% 408
2023
Q2
$811K Buy
26,743
+4,779
+22% +$145K 0.04% 451
2023
Q1
$582K Buy
21,964
+2,041
+10% +$54.1K 0.03% 503
2022
Q4
$455K Sell
19,923
-3,591
-15% -$82.1K 0.03% 549
2022
Q3
$508K Buy
+23,514
New +$508K 0.04% 453