Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$604K Buy
58,596
+33,279
+131% +$343K 0.24% 33
2023
Q3
$178K Sell
25,317
-2
-0% -$14 0.07% 228
2023
Q2
$314K Sell
25,319
-7,629
-23% -$94.6K 0.12% 48
2023
Q1
$298K Buy
+32,948
New +$298K 0.11% 45