Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$421K Buy
6,539
+921
+16% +$59.3K 0.02% 181
2023
Q2
$339K Buy
5,618
+2,100
+60% +$127K 0.01% 198
2023
Q1
$202K Sell
3,518
-800
-19% -$46K 0.01% 230
2022
Q4
$246K Buy
+4,318
New +$246K 0.01% 212