Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$372K Sell
5,447
-164
-3% -$11.2K 0.01% 761
2023
Q3
$319K Sell
5,611
-912
-14% -$51.9K 0.01% 745
2023
Q2
$389K Buy
6,523
+245
+4% +$14.6K 0.01% 745
2023
Q1
$398K Buy
+6,278
New +$398K 0.01% 760
2022
Q2
Sell
-6,754
Closed -$465K 646
2022
Q1
$465K Buy
+6,754
New +$465K 0.06% 318