Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$300K Sell
1,133
-7
-0.6% -$1.85K 0.01% 957
2023
Q2
$376K Buy
1,140
+17
+2% +$5.6K 0.02% 709
2023
Q1
$274K Buy
1,123
+12
+1% +$2.92K 0.02% 779
2022
Q4
$297K Buy
1,111
+228
+26% +$60.9K 0.02% 689
2022
Q3
$217K Buy
+883
New +$217K 0.02% 735