Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,577
Closed -$336K 92
2023
Q3
$336K Buy
+1,577
New +$336K 0.23% 92
2023
Q2
Sell
-1,655
Closed -$284K 96
2023
Q1
$284K Hold
1,655
0.19% 101
2022
Q4
$260K Buy
+1,655
New +$260K 0.18% 108