Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$461K Hold
9,404
0.22% 79
2023
Q3
$405K Hold
9,404
0.09% 91
2023
Q2
$429K Hold
9,404
0.09% 79
2023
Q1
$354K Sell
9,404
-12,496
-57% -$470K 0.08% 81
2022
Q4
$667K Hold
21,900
0.15% 77
2022
Q3
$583K Sell
21,900
-8,856
-29% -$236K 0.26% 71
2022
Q2
$835K Buy
30,756
+21,352
+227% +$580K 0.19% 63
2022
Q1
$295K Buy
+9,404
New +$295K 0.06% 81