Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$371K Sell
6,302
-12
-0.2% -$707 0.14% 82
2023
Q2
$411K Buy
6,314
+34
+0.5% +$2.21K 0.15% 86
2023
Q1
$346K Sell
6,280
-2,271
-27% -$125K 0.14% 103
2022
Q4
$451K Buy
+8,551
New +$451K 0.2% 74