Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,116
Closed -$256K 292
2023
Q2
$256K Sell
13,116
-955
-7% -$18.7K 0.06% 257
2023
Q1
$259K Sell
14,071
-498
-3% -$9.17K 0.07% 249
2022
Q4
$260K Buy
+14,569
New +$260K 0.06% 250
2021
Q1
Sell
-10,669
Closed -$186K 221
2020
Q4
$186K Buy
+10,669
New +$186K 0.06% 222