Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-66,392
Closed -$159K 54
2023
Q3
$159K Buy
+66,392
New +$159K 1.03% 46
2023
Q1
Sell
-26,219
Closed -$70.5K 80
2022
Q4
$70.5K Buy
+26,219
New +$70.5K 1.08% 27
2022
Q3
Sell
-45,173
Closed -$141K 58
2022
Q2
$141K Buy
+45,173
New +$141K 2.44% 17