Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$294K Sell
2,426
-33
-1% -$4K 0.01% 967
2023
Q2
$328K Buy
2,459
+26
+1% +$3.47K 0.02% 752
2023
Q1
$253K Buy
2,433
+8
+0.3% +$831 0.01% 819
2022
Q4
$264K Buy
2,425
+16
+0.7% +$1.74K 0.02% 741
2022
Q3
$205K Buy
+2,409
New +$205K 0.02% 755