Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$334K Sell
9,929
-3,344
-25% -$112K 0.67% 66
2023
Q3
$422K Sell
13,273
-2,483
-16% -$79K 0.89% 41
2023
Q2
$475K Sell
15,756
-2,087
-12% -$62.9K 0.73% 65
2023
Q1
$442K Sell
17,843
-3,980
-18% -$98.6K 0.65% 72
2022
Q4
$577K Sell
21,823
-337
-2% -$8.91K 0.74% 62
2022
Q3
$756K Sell
22,160
-2,534
-10% -$86.4K 0.74% 59
2022
Q2
$764K Buy
+24,694
New +$764K 0.7% 64