Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,836
Closed -$594K 602
2023
Q3
$594K Buy
+13,836
New +$594K 0.05% 309
2021
Q1
Sell
-622
Closed -$35K 1035
2020
Q4
$35K Buy
+622
New +$35K 0.01% 808
2020
Q3
Sell
-8,045
Closed -$365K 922
2020
Q2
$365K Sell
8,045
-3,308
-29% -$150K 0.12% 216
2020
Q1
$501K Sell
11,353
-60,703
-84% -$2.68M 0.11% 239
2019
Q4
$2.58M Buy
+72,056
New +$2.58M 0.26% 91