Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,740
Closed -$421K 580
2023
Q2
$421K Buy
+3,740
New +$421K 0.23% 163
2023
Q1
Sell
-3,455
Closed -$383K 565
2022
Q4
$383K Buy
+3,455
New +$383K 0.27% 151
2022
Q1
Sell
-4,021
Closed -$336K 405
2021
Q4
$336K Buy
+4,021
New +$336K 0.33% 118
2021
Q3
Sell
-2,801
Closed -$246K 622
2021
Q2
$246K Buy
+2,801
New +$246K 0.09% 423
2021
Q1
Sell
-4,476
Closed -$424K 886
2020
Q4
$424K Buy
+4,476
New +$424K 0.15% 262