Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$2.78M Sell
168,650
-1,725
-1% -$28.4K 0.11% 189
2023
Q2
$3.07M Buy
170,375
+33,900
+25% +$610K 0.14% 136
2023
Q1
$2.47M Buy
136,475
+20,885
+18% +$379K 0.14% 148
2022
Q4
$1.76M Buy
115,590
+28,245
+32% +$431K 0.11% 205
2022
Q3
$1.12M Buy
+87,345
New +$1.12M 0.08% 247