Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$2.17M Buy
7,160
+3,430
+92% +$1.04M 0.17% 135
2023
Q3
$1.08M Buy
3,730
+422
+13% +$122K 0.1% 196
2023
Q2
$968K Sell
3,308
-464
-12% -$136K 0.09% 227
2023
Q1
$964K Buy
3,772
+1,043
+38% +$267K 0.1% 205
2022
Q4
$844K Buy
+2,729
New +$844K 0.14% 169