Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,469
Closed -$523K 628
2023
Q3
$523K Buy
+12,469
New +$523K 0.05% 325
2021
Q2
Sell
-1,203
Closed -$66K 1119
2021
Q1
$66K Buy
+1,203
New +$66K 0.02% 499
2020
Q2
Sell
-2,779
Closed -$73K 1269
2020
Q1
$73K Buy
2,779
+404
+17% +$10.6K 0.02% 686
2019
Q4
$153K Buy
+2,375
New +$153K 0.02% 679