Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,786
Closed -$355K 566
2023
Q3
$355K Buy
+12,786
New +$355K 0.03% 377
2021
Q2
Sell
-739
Closed -$49K 1048
2021
Q1
$49K Buy
+739
New +$49K 0.02% 548
2020
Q4
Sell
-1,014
Closed -$41K 1055
2020
Q3
$41K Buy
+1,014
New +$41K 0.03% 472
2020
Q2
Sell
-5,247
Closed -$230K 1146
2020
Q1
$230K Buy
+5,247
New +$230K 0.05% 421