Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,506
Closed -$159K 407
2023
Q3
$159K Sell
14,506
-25,211
-63% -$277K 0.11% 329
2023
Q2
$488K Buy
+39,717
New +$488K 0.26% 122
2021
Q4
Sell
-10,884
Closed -$86K 330
2021
Q3
$86K Sell
10,884
-16,556
-60% -$131K 0.09% 280
2021
Q2
$256K Buy
+27,440
New +$256K 0.1% 410