Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-821
Closed -$221K 154
2023
Q3
$221K Buy
+821
New +$221K 0.19% 144
2023
Q1
Sell
-860
Closed -$226K 161
2022
Q4
$226K Buy
+860
New +$226K 0.2% 116