Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,923
Closed -$303K 1237
2023
Q3
$303K Sell
10,923
-1,858
-15% -$51.6K 0.01% 494
2023
Q2
$519K Buy
+12,781
New +$519K 0.01% 413
2023
Q1
Sell
-2,163
Closed -$97.8K 1428
2022
Q4
$97.8K Buy
+2,163
New +$97.8K ﹤0.01% 760