Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.87M Buy
4,586
+2,506
+120% +$1.02M 0.15% 151
2023
Q3
$813K Sell
2,080
-981
-32% -$384K 0.08% 235
2023
Q2
$1.15M Buy
3,061
+347
+13% +$130K 0.1% 201
2023
Q1
$965K Buy
2,714
+211
+8% +$75K 0.1% 204
2022
Q4
$825K Buy
+2,503
New +$825K 0.14% 172