Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$840K Sell
32,700
-3,625
-10% -$93.2K 0.36% 72
2023
Q2
$1.12M Buy
36,325
+362
+1% +$11.1K 0.39% 70
2023
Q1
$1.06M Buy
35,963
+142
+0.4% +$4.17K 0.4% 68
2022
Q4
$963K Buy
35,821
+1,786
+5% +$48K 0.4% 68
2022
Q3
$848K Buy
34,035
+27,733
+440% +$691K 0.39% 76
2022
Q2
$207K Buy
+6,302
New +$207K 0.09% 147