Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$214K Sell
1,381
-39
-3% -$6.04K 0.41% 68
2023
Q3
$212K Buy
+1,420
New +$212K 0.42% 71
2023
Q2
Sell
-1,537
Closed -$245K 83
2023
Q1
$245K Buy
1,537
+70
+5% +$11.2K 0.42% 80
2022
Q4
$237K Buy
+1,467
New +$237K 0.39% 88
2022
Q3
Sell
-1,465
Closed -$224K 99
2022
Q2
$224K Buy
+1,465
New +$224K 0.32% 96
2022
Q1
Sell
-1,500
Closed -$203K 92
2021
Q4
$203K Buy
+1,500
New +$203K 0.2% 104