Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$659K Buy
7,312
+148
+2% +$13.3K 0.05% 329
2023
Q3
$549K Buy
7,164
+1,917
+37% +$147K 0.05% 334
2023
Q2
$454K Sell
5,247
-3,332
-39% -$288K 0.04% 399
2023
Q1
$754K Buy
8,579
+3,665
+75% +$322K 0.08% 253
2022
Q4
$531K Buy
+4,914
New +$531K 0.09% 245