Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$378K Buy
3,243
+158
+5% +$18.4K 0.15% 153
2023
Q2
$320K Sell
3,085
-1,412
-31% -$147K 0.12% 168
2023
Q1
$441K Buy
+4,497
New +$441K 0.17% 133