Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.45M Buy
9,686
+1,264
+15% +$189K 0.11% 177
2023
Q3
$1.2M Buy
8,422
+2,954
+54% +$421K 0.11% 178
2023
Q2
$782K Buy
5,468
+1,088
+25% +$156K 0.07% 278
2023
Q1
$554K Buy
4,380
+1,458
+50% +$185K 0.06% 322
2022
Q4
$336K Buy
+2,922
New +$336K 0.06% 329