Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$360K Sell
4,705
-152
-3% -$11.6K 0.01% 867
2023
Q2
$413K Buy
4,857
+111
+2% +$9.43K 0.02% 660
2023
Q1
$423K Buy
4,746
+55
+1% +$4.9K 0.02% 610
2022
Q4
$331K Sell
4,691
-429
-8% -$30.3K 0.02% 651
2022
Q3
$229K Buy
+5,120
New +$229K 0.02% 714