Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$2.01M Buy
152,514
+14,455
+10% +$191K 0.08% 268
2023
Q2
$1.86M Buy
138,059
+19,115
+16% +$257K 0.09% 232
2023
Q1
$1.41M Buy
118,944
+5,683
+5% +$67.5K 0.08% 269
2022
Q4
$1.38M Buy
113,261
+10,714
+10% +$130K 0.09% 262
2022
Q3
$872K Buy
+102,547
New +$872K 0.07% 301