Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,838
Closed -$330K 577
2023
Q3
$330K Buy
+6,838
New +$330K 0.04% 473
2023
Q1
Sell
-11,323
Closed -$471K 556
2022
Q4
$471K Sell
11,323
-17,371
-61% -$722K 0.05% 453
2022
Q3
$1.04M Buy
+28,694
New +$1.04M 0.11% 303
2021
Q4
Sell
-30,844
Closed -$1.14M 496
2021
Q3
$1.14M Sell
30,844
-22,973
-43% -$849K 0.09% 328
2021
Q2
$2.16M Buy
+53,817
New +$2.16M 0.19% 188