Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$359K Sell
17,853
-3,113
-15% -$62.6K 0.72% 59
2023
Q3
$389K Sell
20,966
-6,157
-23% -$114K 0.82% 54
2023
Q2
$590K Sell
27,123
-2,491
-8% -$54.2K 0.91% 37
2023
Q1
$548K Buy
+29,614
New +$548K 0.8% 50