Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$294K Sell
1,498
-250
-14% -$49.1K 0.59% 76
2023
Q3
$267K Sell
1,748
-529
-23% -$80.7K 0.56% 86
2023
Q2
$294K Sell
2,277
-208
-8% -$26.9K 0.46% 98
2023
Q1
$323K Buy
+2,485
New +$323K 0.47% 95