Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$205K Sell
15,503
-2,867
-16% -$38K 0.41% 108
2023
Q3
$237K Sell
18,370
-5,181
-22% -$66.8K 0.5% 103
2023
Q2
$339K Sell
23,551
-2,165
-8% -$31.2K 0.53% 87
2023
Q1
$339K Buy
+25,716
New +$339K 0.5% 93