Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,438
Closed -$236K 297
2023
Q3
$236K Buy
14,438
+1,093
+8% +$17.9K 0.08% 237
2023
Q2
$260K Buy
13,345
+487
+4% +$9.48K 0.08% 228
2023
Q1
$255K Buy
+12,858
New +$255K 0.08% 231
2022
Q2
Sell
-11,887
Closed -$311K 314
2022
Q1
$311K Buy
11,887
+553
+5% +$14.5K 0.08% 233
2021
Q4
$267K Buy
+11,334
New +$267K 0.07% 256