Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$398K Sell
6,509
-367
-5% -$22.5K 0.03% 455
2023
Q3
$345K Sell
6,876
-292
-4% -$14.6K 0.03% 441
2023
Q2
$685K Buy
7,168
+277
+4% +$26.5K 0.06% 310
2023
Q1
$842K Buy
6,891
+411
+6% +$50.2K 0.09% 234
2022
Q4
$852K Buy
+6,480
New +$852K 0.14% 168