Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,972
Closed -$321K 1211
2022
Q4
$321K Buy
+4,972
New +$321K 0.01% 886
2022
Q1
Sell
-3,987
Closed -$265K 1183
2021
Q4
$265K Buy
+3,987
New +$265K 0.01% 904
2021
Q3
Sell
-3,887
Closed -$272K 1162
2021
Q2
$272K Buy
+3,887
New +$272K 0.01% 1121