Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$290K Sell
2,749
-34
-1% -$3.59K 0.01% 979
2023
Q2
$313K Buy
2,783
+216
+8% +$24.3K 0.01% 773
2023
Q1
$276K Buy
2,567
+8
+0.3% +$860 0.02% 775
2022
Q4
$284K Buy
+2,559
New +$284K 0.02% 708