Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$330K Buy
1,664
+299
+22% +$59.3K 0.16% 96
2023
Q3
$231K Buy
+1,365
New +$231K 0.05% 126
2023
Q1
Sell
-2,330
Closed -$339K 140
2022
Q4
$339K Sell
2,330
-450
-16% -$65.5K 0.08% 124
2022
Q3
$401K Buy
2,780
+575
+26% +$82.9K 0.18% 95
2022
Q2
$339K Buy
+2,205
New +$339K 0.08% 118
2014
Q2
Sell
-2,008
Closed -$217K 77
2014
Q1
$217K Hold
2,008
0.09% 77
2013
Q4
$209K Buy
+2,008
New +$209K 0.09% 76