Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,553
Closed -$238K 190
2023
Q3
$238K Sell
1,553
-1,371
-47% -$210K ﹤0.01% 409
2023
Q2
$398K Buy
+2,924
New +$398K ﹤0.01% 329
2022
Q2
Sell
-7,169
Closed -$767K 622
2022
Q1
$767K Sell
7,169
-2,487
-26% -$266K 0.01% 292
2021
Q4
$715K Buy
+9,656
New +$715K ﹤0.01% 335
2021
Q3
Sell
-12,564
Closed -$1.1M 676
2021
Q2
$1.1M Buy
+12,564
New +$1.1M 0.01% 195