Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,463
Closed -$207K 597
2023
Q2
$207K Buy
+2,463
New +$207K 0.03% 321
2021
Q3
Sell
-997
Closed -$84K 894
2021
Q2
$84K Buy
+997
New +$84K 0.02% 628
2021
Q1
Sell
-3,044
Closed -$157K 1151
2020
Q4
$157K Buy
+3,044
New +$157K 0.02% 560