Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$634K Sell
9,558
-1,781
-16% -$118K 0.05% 335
2023
Q3
$662K Buy
11,339
+5,530
+95% +$323K 0.06% 291
2023
Q2
$338K Buy
5,809
+1,221
+27% +$71K 0.03% 449
2023
Q1
$233K Sell
4,588
-1,663
-27% -$84.6K 0.03% 482
2022
Q4
$278K Buy
+6,251
New +$278K 0.05% 366