Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$709K Sell
2,855
-93
-3% -$23.1K 0.33% 63
2023
Q3
$738K Buy
2,948
+93
+3% +$23.3K 0.16% 71
2023
Q2
$747K Hold
2,855
0.16% 66
2023
Q1
$592K Buy
2,855
+80
+3% +$16.6K 0.13% 68
2022
Q4
$342K Hold
2,775
0.08% 123
2022
Q3
$736K Hold
2,775
0.33% 64
2022
Q2
$623K Hold
2,775
0.15% 73
2022
Q1
$997K Buy
+2,775
New +$997K 0.2% 56