Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$322K Buy
9,623
+1,094
+13% +$36.6K 0.1% 143
2023
Q1
$279K Sell
8,529
-10,195
-54% -$333K 0.09% 154
2022
Q4
$430K Buy
18,724
+3,629
+24% +$83.3K 0.25% 71
2022
Q3
$389K Buy
+15,095
New +$389K 0.24% 65