Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$452K Sell
33,748
-2,068
-6% -$27.7K 0.02% 763
2023
Q2
$481K Sell
35,816
-1,058
-3% -$14.2K 0.02% 622
2023
Q1
$582K Sell
36,874
-502
-1% -$7.92K 0.03% 502
2022
Q4
$634K Buy
37,376
+8,890
+31% +$151K 0.04% 457
2022
Q3
$379K Buy
+28,486
New +$379K 0.03% 546