Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$738K Buy
6,989
+1,416
+25% +$149K 0.01% 841
2023
Q2
$614K Buy
5,573
+249
+5% +$27.4K 0.01% 660
2023
Q1
$579K Sell
5,324
-7,970
-60% -$867K 0.01% 623
2022
Q4
$1.33M Buy
13,294
+1,251
+10% +$125K 0.01% 662
2022
Q3
$1.06M Buy
+12,043
New +$1.06M 0.01% 695