Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,030
Closed -$756K 235
2023
Q3
$756K Buy
+16,030
New +$756K 0.25% 65
2020
Q1
Sell
-3,625
Closed -$155K 149
2019
Q4
$155K Buy
3,625
+3,326
+1,112% +$142K 0.04% 116
2019
Q3
$12K Buy
+299
New +$12K ﹤0.01% 194