Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-51,024
Closed -$461K 2145
2023
Q3
$461K Buy
+51,024
New +$461K ﹤0.01% 1363
2022
Q1
Sell
-1,988
Closed -$63K 2272
2021
Q4
$63K Sell
1,988
-2,876
-59% -$91.1K ﹤0.01% 1766
2021
Q3
$173K Sell
4,864
-1,760
-27% -$62.6K ﹤0.01% 1690
2021
Q2
$352K Buy
6,624
+399
+6% +$21.2K ﹤0.01% 1585
2021
Q1
$243K Buy
+6,225
New +$243K ﹤0.01% 1675