Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,896
Closed -$251K 126
2023
Q3
$251K Buy
3,896
+25
+0.6% +$1.61K 0.22% 87
2023
Q2
$234K Sell
3,871
-329
-8% -$19.9K 0.16% 100
2023
Q1
$242K Sell
4,200
-28
-0.7% -$1.61K 0.21% 95
2022
Q4
$241K Sell
4,228
-78
-2% -$4.44K 0.2% 91
2022
Q3
$214K Sell
4,306
-32
-0.7% -$1.59K 0.23% 94
2022
Q2
$227K Buy
+4,338
New +$227K 0.18% 99