Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,291
Closed -$72.1K 177
2023
Q3
$72.1K Buy
19,291
+2,385
+14% +$8.92K 0.06% 157
2023
Q2
$70.3K Buy
16,906
+6,280
+59% +$26.1K 0.05% 173
2023
Q1
$52.2K Buy
+10,626
New +$52.2K 0.04% 157