Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-24,459
Closed -$470K 68
2023
Q3
$470K Buy
+24,459
New +$470K 0.11% 88
2022
Q2
Sell
-31,084
Closed -$677K 48
2022
Q1
$677K Buy
31,084
+13,017
+72% +$284K 0.27% 33
2021
Q4
$339K Buy
+18,067
New +$339K 0.13% 44
2021
Q3
Sell
-88,855
Closed -$1.59M 56
2021
Q2
$1.59M Buy
+88,855
New +$1.59M 0.68% 30