Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$718K Sell
4,635
-51
-1% -$7.9K 0.34% 62
2023
Q3
$698K Buy
4,686
+1,500
+47% +$224K 0.15% 72
2023
Q2
$429K Hold
3,186
0.09% 78
2023
Q1
$508K Sell
3,186
-2,775
-47% -$442K 0.12% 71
2022
Q4
$963K Sell
5,961
-175
-3% -$28.3K 0.22% 65
2022
Q3
$824K Sell
6,136
-550
-8% -$73.9K 0.37% 62
2022
Q2
$1.02M Buy
6,686
+4,100
+159% +$628K 0.24% 58
2022
Q1
$419K Buy
+2,586
New +$419K 0.08% 69