Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-174,679
Closed -$1.98M 382
2023
Q3
$1.98M Buy
+174,679
New +$1.98M 0.38% 104
2021
Q2
Sell
-34,565
Closed -$1.55M 444
2021
Q1
$1.55M Sell
34,565
-27,896
-45% -$1.25M 0.23% 208
2020
Q4
$2.16M Buy
+62,461
New +$2.16M 0.35% 98