Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$238K Buy
+3,255
New +$238K 0.02% 565
2023
Q3
Sell
-9,122
Closed -$630K 576
2023
Q2
$630K Buy
9,122
+147
+2% +$10.1K 0.06% 327
2023
Q1
$578K Buy
+8,975
New +$578K 0.06% 310