Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$383K Sell
11,614
-502
-4% -$16.6K 0.03% 463
2023
Q3
$343K Sell
12,116
-2,949
-20% -$83.5K 0.03% 442
2023
Q2
$468K Buy
15,065
+1,304
+9% +$40.5K 0.04% 391
2023
Q1
$341K Buy
13,761
+3,117
+29% +$77.2K 0.04% 405
2022
Q4
$287K Buy
+10,644
New +$287K 0.05% 359