Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$890K Buy
18,663
+545
+3% +$26K 1.69% 17
2023
Q3
$632K Buy
18,118
+324
+2% +$11.3K 1.24% 23
2023
Q2
$499K Sell
17,794
-2,484
-12% -$69.7K 0.83% 39
2023
Q1
$527K Sell
20,278
-12,741
-39% -$331K 0.89% 38
2022
Q4
$860K Buy
33,019
+2,481
+8% +$64.6K 1.41% 20
2022
Q3
$636K Sell
30,538
-8,728
-22% -$182K 1.03% 34
2022
Q2
$574K Sell
39,266
-8,851
-18% -$129K 0.82% 45
2022
Q1
$1.29M Buy
48,117
+2,362
+5% +$63.3K 1.56% 19
2021
Q4
$1.46M Buy
+45,755
New +$1.46M 1.41% 27