Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-51,018
Closed -$956K 550
2023
Q3
$956K Sell
51,018
-4,952
-9% -$92.8K 0.01% 494
2023
Q2
$1.26M Buy
55,970
+2,785
+5% +$62.9K 0.02% 470
2023
Q1
$944K Buy
53,185
+3,384
+7% +$60.1K 0.01% 497
2022
Q4
$898K Buy
+49,801
New +$898K 0.02% 502