Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$617K Buy
6,333
+554
+10% +$54K 0.24% 104
2023
Q2
$548K Buy
5,779
+2,191
+61% +$208K 0.2% 126
2023
Q1
$302K Buy
+3,588
New +$302K 0.12% 173