Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$420K Sell
1,856
-97
-5% -$22K 0.03% 446
2023
Q3
$427K Sell
1,953
-268
-12% -$58.7K 0.04% 388
2023
Q2
$429K Sell
2,221
-674
-23% -$130K 0.04% 412
2023
Q1
$562K Buy
2,895
+353
+14% +$68.5K 0.06% 317
2022
Q4
$571K Buy
+2,542
New +$571K 0.09% 234