Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.09M Sell
7,768
-64
-0.8% -$8.98K 0.42% 42
2023
Q2
$1.05M Buy
7,832
+825
+12% +$110K 0.39% 46
2023
Q1
$919K Buy
7,007
+359
+5% +$47.1K 0.37% 52
2022
Q4
$937K Buy
+6,648
New +$937K 0.42% 44