Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,949
Closed -$613K 288
2023
Q3
$613K Buy
6,949
+4,576
+193% +$404K 0.26% 121
2023
Q2
$267K Buy
+2,373
New +$267K 0.12% 214
2022
Q3
Sell
-10,815
Closed -$526K 272
2022
Q2
$526K Buy
+10,815
New +$526K 0.39% 80