Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,243
Closed -$131K 513
2023
Q3
$131K Hold
1,243
0.2% 120
2023
Q2
$140K Sell
1,243
-452
-27% -$50.8K 0.21% 84
2023
Q1
$182K Buy
+1,695
New +$182K 0.3% 48
2022
Q3
$129K Buy
+1,455
New +$129K 0.2% 64