Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$495K Buy
2,909
+348
+14% +$59.2K 0.02% 728
2023
Q2
$529K Buy
2,561
+134
+6% +$27.7K 0.02% 588
2023
Q1
$556K Buy
2,427
+898
+59% +$206K 0.03% 525
2022
Q4
$294K Buy
+1,529
New +$294K 0.02% 695