Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-22,221
Closed -$279K 128
2023
Q3
$279K Sell
22,221
-46,525
-68% -$584K 0.03% 70
2023
Q2
$1.23M Buy
68,746
+20,981
+44% +$375K 0.11% 55
2023
Q1
$962K Buy
47,765
+1,154
+2% +$23.3K 0.14% 53
2022
Q4
$1.12M Buy
46,611
+6,579
+16% +$158K 0.23% 32
2022
Q3
$1.1M Buy
+40,032
New +$1.1M 0.21% 32