Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$767K Hold
14,786
0.11% 68
2023
Q2
$788K Buy
14,786
+3,213
+28% +$171K 0.11% 64
2023
Q1
$573K Buy
+11,573
New +$573K 0.09% 72