Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,000
Closed -$250K 157
2023
Q3
$250K Buy
+1,000
New +$250K 0.04% 132
2022
Q2
Sell
-600
Closed -$216K 128
2022
Q1
$216K Buy
+600
New +$216K 0.03% 120
2021
Q2
Sell
-1,125
Closed -$250K 123
2021
Q1
$250K Buy
+1,125
New +$250K 0.04% 117