Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$377K Sell
8,836
-6,568
-43% -$280K 0.12% 131
2023
Q1
$755K Buy
15,404
+3,231
+27% +$158K 0.25% 71
2022
Q4
$575K Buy
12,173
+1,529
+14% +$72.2K 0.34% 57
2022
Q3
$489K Buy
+10,644
New +$489K 0.31% 57