Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,261
Closed -$211K 568
2023
Q3
$211K Sell
2,261
-1,169
-34% -$109K 0.11% 299
2023
Q2
$314K Buy
+3,430
New +$314K 0.15% 200
2022
Q2
Sell
-1,269
Closed -$219K 331
2022
Q1
$219K Buy
+1,269
New +$219K 0.09% 337