Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,058
Closed -$378K 564
2023
Q3
$378K Buy
+5,058
New +$378K 0.03% 368
2022
Q4
Sell
-4,432
Closed -$256K 595
2022
Q3
$256K Buy
+4,432
New +$256K 0.05% 354
2020
Q4
Sell
-2,257
Closed -$154K 1054
2020
Q3
$154K Buy
2,257
+1,295
+135% +$88.4K 0.1% 218
2020
Q2
$68K Sell
962
-1,731
-64% -$122K 0.02% 581
2020
Q1
$157K Buy
+2,693
New +$157K 0.03% 507