Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$514K Sell
20,696
-3,068
-13% -$76.2K 1.02% 32
2023
Q3
$407K Sell
23,764
-6,093
-20% -$104K 0.85% 47
2023
Q2
$495K Sell
29,857
-15,986
-35% -$265K 0.77% 60
2023
Q1
$805K Buy
45,843
+2,182
+5% +$38.3K 1.18% 22
2022
Q4
$555K Sell
43,661
-8,994
-17% -$114K 0.71% 63
2022
Q3
$664K Buy
52,655
+2,858
+6% +$36K 0.65% 69
2022
Q2
$906K Buy
+49,797
New +$906K 0.83% 46