Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,127
Closed -$202K 258
2023
Q3
$202K Buy
+1,127
New +$202K 0.08% 209
2022
Q4
Sell
-2,266
Closed -$336K 199
2022
Q3
$336K Sell
2,266
-95
-4% -$14.1K 0.14% 70
2022
Q2
$347K Buy
2,361
+141
+6% +$20.7K 0.12% 100
2022
Q1
$584K Buy
2,220
+807
+57% +$212K 0.16% 32
2021
Q4
$293K Buy
+1,413
New +$293K 0.09% 72