Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,084
Closed -$1.09M 281
2023
Q3
$1.09M Buy
11,084
+3,442
+45% +$339K 0.22% 129
2023
Q2
$780K Buy
7,642
+4,633
+154% +$473K 0.15% 142
2023
Q1
$338K Buy
3,009
+563
+23% +$63.2K 0.06% 176
2022
Q4
$228K Buy
+2,446
New +$228K 0.05% 197