Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,180
Closed -$96.9K 331
2023
Q3
$96.9K Buy
+3,180
New +$96.9K 0.02% 318
2021
Q2
Sell
-3,180
Closed -$121K 1211
2021
Q1
$121K Hold
3,180
0.03% 435
2020
Q4
$92K Hold
3,180
0.02% 467
2020
Q3
$108K Buy
3,180
+300
+10% +$10.2K 0.03% 392
2020
Q2
$104K Buy
+2,880
New +$104K 0.04% 350