Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$621K Hold
1,068
0.29% 66
2023
Q3
$490K Hold
1,068
0.11% 80
2023
Q2
$518K Hold
1,068
0.11% 71
2023
Q1
$426K Sell
1,068
-1,501
-58% -$599K 0.1% 76
2022
Q4
$969K Hold
2,569
0.22% 64
2022
Q3
$777K Buy
2,569
+3
+0.1% +$907 0.35% 63
2022
Q2
$819K Buy
2,566
+1,498
+140% +$478K 0.19% 64
2022
Q1
$391K Buy
+1,068
New +$391K 0.08% 71