Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$214K Sell
735
-155
-17% -$45.1K 0.02% 595
2023
Q3
$295K Sell
890
-168
-16% -$55.7K 0.03% 475
2023
Q2
$352K Sell
1,058
-41
-4% -$13.6K 0.03% 443
2023
Q1
$347K Sell
1,099
-68
-6% -$21.4K 0.04% 401
2022
Q4
$364K Buy
+1,167
New +$364K 0.06% 323