Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$412K Buy
12,114
+1,840
+18% +$62.6K 0.01% 732
2023
Q3
$328K Sell
10,274
-4
-0% -$128 0.01% 737
2023
Q2
$296K Sell
10,278
-918
-8% -$26.4K 0.01% 836
2023
Q1
$313K Buy
11,196
+2,614
+30% +$73.2K 0.01% 831
2022
Q4
$246K Sell
8,582
-1,426
-14% -$40.9K 0.03% 547
2022
Q3
$212K Buy
+10,008
New +$212K 0.03% 580