Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$179K Sell
6,238
-910
-13% -$26.1K 0.36% 113
2023
Q3
$182K Sell
7,148
-1,785
-20% -$45.6K 0.38% 114
2023
Q2
$325K Sell
8,933
-3,618
-29% -$132K 0.5% 90
2023
Q1
$421K Buy
+12,551
New +$421K 0.62% 75