Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,550
Closed -$250K 463
2023
Q3
$250K Buy
+2,550
New +$250K 0.18% 261
2023
Q2
Sell
-3,654
Closed -$315K 569
2023
Q1
$315K Buy
+3,654
New +$315K 0.19% 203
2022
Q2
Sell
-4,500
Closed -$338K 371
2022
Q1
$338K Buy
+4,500
New +$338K 0.41% 77
2021
Q3
Sell
-2,340
Closed -$214K 511
2021
Q2
$214K Buy
+2,340
New +$214K 0.08% 485