Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,000
Closed -$357K 22
2023
Q3
$357K Hold
10,000
0.27% 15
2023
Q2
$351K Hold
10,000
0.26% 16
2023
Q1
$250K Hold
10,000
0.22% 18
2022
Q4
$204K Hold
10,000
0.2% 16
2022
Q3
$230K Hold
10,000
0.23% 23
2022
Q2
$383K Hold
10,000
0.36% 18
2022
Q1
$258K Hold
10,000
0.18% 23
2021
Q4
$321K Buy
+10,000
New +$321K 0.18% 25