Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$516K Buy
15,000
+812
+6% +$27.9K 0.2% 126
2023
Q2
$498K Buy
14,188
+1,349
+11% +$47.3K 0.18% 131
2023
Q1
$463K Buy
+12,839
New +$463K 0.18% 125