Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$328K Sell
7,601
-8
-0.1% -$345 0.13% 163
2023
Q2
$495K Buy
7,609
+3,057
+67% +$199K 0.18% 133
2023
Q1
$270K Buy
+4,552
New +$270K 0.11% 189