Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,495
Closed -$1.91M 174
2023
Q3
$1.91M Buy
12,495
+1,681
+16% +$257K 0.06% 140
2023
Q2
$1.47M Hold
10,814
0.04% 152
2023
Q1
$1.43M Buy
10,814
+1,868
+21% +$247K 0.04% 163
2022
Q4
$1.27M Buy
+8,946
New +$1.27M 0.04% 169