Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,287
Closed -$174K 1865
2023
Q3
$174K Buy
+6,287
New +$174K 0.04% 555
2023
Q1
Sell
-7,069
Closed -$127K 1823
2022
Q4
$127K Buy
7,069
+2,116
+43% +$38K 0.04% 617
2022
Q3
$104K Buy
+4,953
New +$104K 0.05% 581