Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,838
Closed -$937K 23
2023
Q3
$937K Buy
1,838
+6
+0.3% +$3.06K 1.22% 4
2023
Q2
$896K Hold
1,832
1.1% 5
2023
Q1
$706K Sell
1,832
-171
-9% -$65.9K 0.89% 6
2022
Q4
$674K Buy
+2,003
New +$674K 0.82% 20