Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,524
Closed -$1.14M 316
2023
Q3
$1.14M Buy
3,524
+135
+4% +$43.8K 0.09% 129
2023
Q2
$1.17M Sell
3,389
-39
-1% -$13.5K 0.09% 129
2023
Q1
$1.08M Sell
3,428
-188
-5% -$59.3K 0.08% 128
2022
Q4
$1.09M Sell
3,616
-93
-3% -$27.9K 0.08% 129
2022
Q3
$994K Buy
+3,709
New +$994K 0.09% 137