Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$516K Buy
2,599
+18
+0.7% +$3.57K 0.98% 37
2023
Q3
$437K Sell
2,581
-35
-1% -$5.93K 0.86% 44
2023
Q2
$488K Sell
2,616
-764
-23% -$143K 0.81% 42
2023
Q1
$560K Sell
3,380
-264
-7% -$43.7K 0.95% 33
2022
Q4
$530K Buy
3,644
+560
+18% +$81.5K 0.87% 45
2022
Q3
$446K Buy
3,084
+244
+9% +$35.3K 0.72% 61
2022
Q2
$437K Sell
2,840
-84
-3% -$12.9K 0.63% 62
2022
Q1
$516K Buy
2,924
+609
+26% +$107K 0.62% 62
2021
Q4
$543K Buy
+2,315
New +$543K 0.53% 65