Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$960K Buy
2,408
+429
+22% +$171K 0.04% 493
2023
Q2
$678K Sell
1,979
-17
-0.9% -$5.82K 0.03% 493
2023
Q1
$543K Buy
1,996
+48
+2% +$13.1K 0.03% 534
2022
Q4
$408K Buy
1,948
+21
+1% +$4.4K 0.03% 576
2022
Q3
$366K Buy
+1,927
New +$366K 0.03% 553