Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,499
Closed -$1.29M 284
2023
Q3
$1.29M Buy
+4,499
New +$1.29M 0.54% 48
2023
Q1
Sell
-3,734
Closed -$1.24M 366
2022
Q4
$1.24M Sell
3,734
-2,289
-38% -$758K 0.6% 39
2022
Q3
$1.67M Buy
6,023
+3,525
+141% +$978K 0.84% 25
2022
Q2
$658K Buy
+2,498
New +$658K 0.49% 52