Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$260K Buy
6,424
+675
+12% +$27.4K 0.01% 880
2023
Q3
$227K Sell
5,749
-747
-11% -$29.5K 0.01% 861
2023
Q2
$257K Buy
6,496
+350
+6% +$13.9K 0.01% 883
2023
Q1
$210K Buy
+6,146
New +$210K 0.01% 996