Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$636K Sell
6,882
-500
-7% -$46.2K 1.21% 28
2023
Q3
$613K Buy
7,382
+1,543
+26% +$128K 1.2% 26
2023
Q2
$495K Buy
5,839
+1,585
+37% +$134K 0.82% 40
2023
Q1
$359K Sell
4,254
-1,762
-29% -$149K 0.61% 55
2022
Q4
$511K Hold
6,016
0.84% 49
2022
Q3
$412K Buy
6,016
+1,973
+49% +$135K 0.67% 69
2022
Q2
$264K Sell
4,043
-753
-16% -$49.2K 0.38% 88
2022
Q1
$368K Sell
4,796
-2,764
-37% -$212K 0.44% 78
2021
Q4
$585K Buy
+7,560
New +$585K 0.57% 61