Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$606K Buy
6,662
+439
+7% +$40K 0.02% 641
2023
Q2
$701K Buy
6,223
+450
+8% +$50.7K 0.03% 485
2023
Q1
$604K Sell
5,773
-238
-4% -$24.9K 0.03% 480
2022
Q4
$665K Buy
6,011
+1,233
+26% +$136K 0.04% 445
2022
Q3
$417K Buy
+4,778
New +$417K 0.03% 505