Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$472K Buy
10,259
+1,962
+24% +$90.2K 0.21% 39
2023
Q2
$369K Buy
8,297
+1,259
+18% +$56.1K 0.16% 43
2023
Q1
$219K Buy
+7,038
New +$219K 0.1% 62
2022
Q4
Hold
0
69
2022
Q2
Hold
0
64
2022
Q1
Hold
0
76