Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,172
Closed -$350K 759
2023
Q3
$350K Sell
9,172
-16,088
-64% -$614K 0.02% 521
2023
Q2
$1.15M Buy
25,260
+1,058
+4% +$48.2K 0.05% 236
2023
Q1
$1.08M Buy
24,202
+2,077
+9% +$93K 0.05% 243
2022
Q4
$972K Buy
22,125
+15,953
+258% +$701K 0.05% 240
2022
Q3
$259K Buy
+6,172
New +$259K 0.01% 586