Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$290K Buy
9,641
+11
+0.1% +$331 0.01% 349
2023
Q3
$247K Sell
9,630
-57
-0.6% -$1.46K 0.01% 350
2023
Q2
$298K Sell
9,687
-21
-0.2% -$646 0.01% 322
2023
Q1
$285K Sell
9,708
-499
-5% -$14.6K 0.01% 322
2022
Q4
$274K Buy
10,207
+519
+5% +$13.9K 0.01% 328
2022
Q3
$241K Sell
9,688
-1,274
-12% -$31.7K 0.01% 336
2022
Q2
$359K Sell
10,962
-234
-2% -$7.66K 0.02% 285
2022
Q1
$406K Buy
+11,196
New +$406K 0.02% 272