Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$679K Sell
10,139
-1,109
-10% -$74.2K 0.05% 321
2023
Q3
$729K Sell
11,248
-120
-1% -$7.78K 0.07% 267
2023
Q2
$702K Buy
11,368
+1,177
+12% +$72.7K 0.06% 301
2023
Q1
$586K Buy
10,191
+114
+1% +$6.56K 0.06% 308
2022
Q4
$594K Buy
+10,077
New +$594K 0.1% 226