Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,386
Closed -$264K 2189
2023
Q3
$264K Buy
+9,386
New +$264K 0.05% 821
2023
Q2
Sell
-16,195
Closed -$342K 1878
2023
Q1
$342K Buy
16,195
+1,604
+11% +$33.9K 0.07% 546
2022
Q4
$271K Buy
+14,591
New +$271K 0.06% 652