Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$572K Buy
49,814
+1,435
+3% +$16.5K 0.02% 666
2023
Q2
$563K Buy
48,379
+5,785
+14% +$67.3K 0.03% 561
2023
Q1
$508K Buy
42,594
+5,049
+13% +$60.2K 0.03% 553
2022
Q4
$371K Buy
37,545
+7,395
+25% +$73.1K 0.02% 612
2022
Q3
$271K Buy
+30,150
New +$271K 0.02% 650