Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$834K Hold
1,102
0.39% 59
2023
Q3
$649K Buy
1,102
+248
+29% +$146K 0.14% 74
2023
Q2
$619K Hold
854
0.13% 69
2023
Q1
$581K Hold
854
0.13% 69
2022
Q4
$467K Hold
854
0.11% 98
2022
Q3
$355K Hold
854
0.16% 108
2022
Q2
$406K Hold
854
0.09% 99
2022
Q1
$570K Buy
+854
New +$570K 0.12% 64