Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.16M Sell
13,999
-405
-3% -$33.7K 0.09% 208
2023
Q3
$1.17M Sell
14,404
-780
-5% -$63.1K 0.11% 183
2023
Q2
$1.08M Sell
15,184
-4,210
-22% -$300K 0.1% 211
2023
Q1
$1.25M Buy
19,394
+13,686
+240% +$883K 0.13% 161
2022
Q4
$410K Buy
+5,708
New +$410K 0.07% 291