Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.14M Sell
44,463
-1,337
-3% -$34.4K 0.05% 436
2023
Q2
$1.41M Buy
45,800
+3,603
+9% +$111K 0.07% 303
2023
Q1
$1.24M Buy
42,197
+3,575
+9% +$105K 0.07% 300
2022
Q4
$1.04M Buy
38,622
+3,302
+9% +$88.7K 0.06% 313
2022
Q3
$880K Buy
+35,320
New +$880K 0.07% 300