Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$627K Buy
4,938
+153
+3% +$19.4K 0.03% 631
2023
Q2
$516K Buy
4,785
+471
+11% +$50.8K 0.02% 596
2023
Q1
$380K Buy
4,314
+58
+1% +$5.11K 0.02% 638
2022
Q4
$290K Buy
4,256
+476
+13% +$32.5K 0.02% 700
2022
Q3
$218K Buy
+3,780
New +$218K 0.02% 734