Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$802K Sell
12,147
-572
-4% -$37.8K 0.03% 555
2023
Q2
$944K Sell
12,719
-4,121
-24% -$306K 0.04% 403
2023
Q1
$1.3M Buy
16,840
+3,433
+26% +$265K 0.07% 286
2022
Q4
$1.02M Buy
13,407
+881
+7% +$67.4K 0.06% 314
2022
Q3
$886K Buy
+12,526
New +$886K 0.07% 299