Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-21,422
Closed -$196K 879
2023
Q3
$196K Buy
+21,422
New +$196K 0.01% 748
2022
Q1
Sell
-30,428
Closed -$365K 801
2021
Q4
$365K Buy
+30,428
New +$365K 0.01% 560
2021
Q3
Sell
-13,974
Closed -$160K 791
2021
Q2
$160K Sell
13,974
-19,592
-58% -$224K 0.01% 732
2021
Q1
$392K Buy
33,566
+20,853
+164% +$244K 0.02% 456
2020
Q4
$150K Buy
+12,713
New +$150K 0.01% 691