Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$196K Sell
1,096
-164
-13% -$29.4K 0.39% 109
2023
Q3
$203K Sell
1,260
-407
-24% -$65.6K 0.43% 110
2023
Q2
$244K Sell
1,667
-151
-8% -$22.1K 0.38% 112
2023
Q1
$265K Buy
+1,818
New +$265K 0.39% 110