Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.27M Sell
16,990
-1,447
-8% -$108K 0.1% 191
2023
Q3
$1.23M Sell
18,437
-1,525
-8% -$102K 0.11% 174
2023
Q2
$1.48M Sell
19,962
-5,816
-23% -$431K 0.13% 160
2023
Q1
$1.99M Buy
25,778
+2,615
+11% +$202K 0.21% 106
2022
Q4
$1.87M Buy
+23,163
New +$1.87M 0.31% 86