Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$274K Sell
3,632
-1,118
-24% -$84.4K 0.52% 57
2023
Q3
$288K Buy
4,750
+1,510
+47% +$91.5K 0.56% 63
2023
Q2
$234K Sell
3,240
-676
-17% -$48.7K 0.39% 72
2023
Q1
$217K Sell
3,916
-1,228
-24% -$68.1K 0.37% 89
2022
Q4
$261K Buy
5,144
+382
+8% +$19.3K 0.43% 85
2022
Q3
$201K Buy
+4,762
New +$201K 0.33% 96