Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$553K Sell
2,371
-65
-3% -$15.2K 0.04% 378
2023
Q3
$532K Buy
2,436
+33
+1% +$7.21K 0.05% 337
2023
Q2
$504K Buy
2,403
+88
+4% +$18.5K 0.05% 375
2023
Q1
$397K Buy
+2,315
New +$397K 0.04% 384