Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$567K Buy
+1,380
New +$567K 0.02% 277
2023
Q2
Sell
-1,744
Closed -$620K 395
2023
Q1
$620K Sell
1,744
-11
-0.6% -$3.91K 0.02% 243
2022
Q4
$572K Buy
1,755
+114
+7% +$37.2K 0.02% 244
2022
Q3
$442K Buy
1,641
+43
+3% +$11.6K 0.02% 259
2022
Q2
$459K Sell
1,598
-25
-2% -$7.18K 0.02% 260
2022
Q1
$518K Buy
+1,623
New +$518K 0.02% 242