Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$270K Hold
954
0.13% 113
2023
Q3
$244K Hold
954
0.05% 120
2023
Q2
$240K Hold
954
0.05% 108
2023
Q1
$201K Buy
+954
New +$201K 0.05% 116
2022
Q3
Sell
-954
Closed -$200K 162
2022
Q2
$200K Hold
954
0.05% 153
2022
Q1
$238K Buy
+954
New +$238K 0.05% 99