Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$667K Sell
170,108
-5,409
-3% -$21.2K ﹤0.01% 895
2023
Q3
$621K Buy
175,517
+16,321
+10% +$57.8K ﹤0.01% 894
2023
Q2
$656K Sell
159,196
-5,015
-3% -$20.7K ﹤0.01% 888
2023
Q1
$629K Buy
164,211
+80,185
+95% +$307K ﹤0.01% 910
2022
Q4
$288K Buy
84,026
+18,038
+27% +$61.9K ﹤0.01% 1074
2022
Q3
$264K Buy
65,988
+13,182
+25% +$52.7K ﹤0.01% 1099
2022
Q2
$318K Buy
+52,806
New +$318K ﹤0.01% 1077