Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,065
Closed -$353K 741
2023
Q3
$353K Sell
11,065
-8,063
-42% -$257K 0.01% 514
2023
Q2
$551K Sell
19,128
-527
-3% -$15.2K 0.02% 446
2023
Q1
$550K Buy
19,655
+732
+4% +$20.5K 0.02% 398
2022
Q4
$542K Sell
18,923
-5,655
-23% -$162K 0.02% 356
2022
Q3
$520K Buy
24,578
+4,405
+22% +$93.2K 0.02% 352
2022
Q2
$480K Buy
+20,173
New +$480K 0.02% 399