Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,016
Closed -$302K 347
2023
Q3
$302K Buy
+1,016
New +$302K 0.17% 256
2023
Q2
Sell
-1,136
Closed -$378K 407
2023
Q1
$378K Sell
1,136
-691
-38% -$230K 0.12% 313
2022
Q4
$441K Buy
+1,827
New +$441K 0.23% 187