Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$859K Sell
144
-44
-23% -$262K 0.03% 538
2023
Q2
$1.19M Buy
188
+66
+54% +$419K 0.06% 344
2023
Q1
$680K Buy
122
+4
+3% +$22.3K 0.04% 459
2022
Q4
$544K Buy
118
+14
+13% +$64.6K 0.03% 491
2022
Q3
$415K Buy
+104
New +$415K 0.03% 507