Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$268K Hold
38,685
0.11% 156
2023
Q3
$228K Buy
38,685
+6,842
+21% +$40.3K 0.09% 170
2023
Q2
$263K Buy
+31,843
New +$263K 0.1% 98