Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.37M Buy
13,344
+2,677
+25% +$274K 0.05% 378
2023
Q2
$789K Buy
10,667
+519
+5% +$38.4K 0.04% 460
2023
Q1
$707K Sell
10,148
-439
-4% -$30.6K 0.04% 442
2022
Q4
$577K Buy
10,587
+4,066
+62% +$221K 0.04% 482
2022
Q3
$239K Buy
+6,521
New +$239K 0.02% 697