Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,641
Closed -$129K 307
2023
Q3
$129K Buy
25,641
+8,637
+51% +$43.4K 0.02% 317
2023
Q2
$63.9K Sell
17,004
-2,746
-14% -$10.3K 0.01% 323
2023
Q1
$84.7K Buy
19,750
+7,966
+68% +$34.2K 0.01% 292
2022
Q4
$48.1K Sell
11,784
-5,012
-30% -$20.4K 0.01% 273
2022
Q3
$43K Buy
+16,796
New +$43K 0.01% 269