Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$190K Sell
12,500
-1,300
-9% -$19.8K 0.36% 70
2023
Q3
$167K Buy
13,800
+3,800
+38% +$46.1K 0.33% 74
2023
Q2
$118K Buy
+10,000
New +$118K 0.2% 81
2022
Q1
Sell
-22,658
Closed -$166K 110
2021
Q4
$166K Buy
+22,658
New +$166K 0.16% 105