Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$214K Sell
1,807
-290
-14% -$34.3K 0.43% 105
2023
Q3
$223K Sell
2,097
-650
-24% -$69.3K 0.47% 106
2023
Q2
$247K Sell
2,747
-251
-8% -$22.6K 0.38% 110
2023
Q1
$235K Buy
+2,998
New +$235K 0.34% 114
2021
Q1
Sell
-9,246
Closed -$971K 110
2020
Q4
$971K Buy
+9,246
New +$971K 0.48% 67