Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$2M Sell
30,329
-9,301
-23% -$612K 0.06% 136
2023
Q3
$2.55M Buy
39,630
+200
+0.5% +$12.9K 0.09% 118
2023
Q2
$2.38M Hold
39,430
0.08% 127
2023
Q1
$2.27M Sell
39,430
-50
-0.1% -$2.88K 0.08% 128
2022
Q4
$2.25M Buy
39,480
+1,139
+3% +$64.9K 0.08% 124
2022
Q3
$1.91M Hold
38,341
0.07% 128
2022
Q2
$2.01M Hold
38,341
0.07% 130
2022
Q1
$2.11M Buy
+38,341
New +$2.11M 0.06% 139