Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-21,789
Closed -$129K 1573
2023
Q3
$129K Buy
+21,789
New +$129K ﹤0.01% 1315
2022
Q4
Hold
0
1856
2022
Q3
Sell
-61,849
Closed -$563K 2038
2022
Q2
$563K Buy
+61,849
New +$563K 0.01% 974
2021
Q4
Sell
-31,565
Closed -$1.17M 1783
2021
Q3
$1.17M Buy
+31,565
New +$1.17M 0.03% 547