Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.15M Sell
62,445
-15
-0% -$277 0.09% 210
2023
Q3
$1.02M Sell
62,460
-16,575
-21% -$271K 0.09% 205
2023
Q2
$1.49M Buy
79,035
+4,305
+6% +$81.4K 0.13% 159
2023
Q1
$1.35M Buy
74,730
+32,300
+76% +$586K 0.15% 154
2022
Q4
$715K Buy
42,430
+22,985
+118% +$387K 0.12% 197
2022
Q3
$253K Buy
+19,445
New +$253K 0.11% 138