Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$540K Buy
5,659
+297
+6% +$28.4K 0.02% 690
2023
Q2
$547K Sell
5,362
-307
-5% -$31.3K 0.03% 573
2023
Q1
$576K Buy
5,669
+58
+1% +$5.89K 0.03% 511
2022
Q4
$509K Buy
5,611
+2,093
+59% +$190K 0.03% 516
2022
Q3
$279K Buy
+3,518
New +$279K 0.02% 637