Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$275K Hold
3,523
0.13% 108
2023
Q3
$271K Buy
+3,523
New +$271K 0.06% 114
2023
Q1
Sell
-10,615
Closed -$728K 127
2022
Q4
$728K Buy
10,615
+17
+0.2% +$1.17K 0.17% 74
2022
Q3
$617K Buy
10,598
+77
+0.7% +$4.48K 0.28% 70
2022
Q2
$735K Buy
+10,521
New +$735K 0.17% 67