Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,527
Closed -$201K 72
2023
Q3
$201K Buy
+4,527
New +$201K 0.11% 73
2022
Q2
Sell
-5,161
Closed -$242K 72
2022
Q1
$242K Buy
5,161
+525
+11% +$24.6K 0.13% 72
2021
Q4
$233K Buy
4,636
+8
+0.2% +$402 0.12% 79
2021
Q3
$259K Buy
4,628
+161
+4% +$9.01K 0.15% 67
2021
Q2
$255K Buy
4,467
+119
+3% +$6.79K 0.15% 65
2021
Q1
$235K Sell
4,348
-182
-4% -$9.84K 0.15% 63
2020
Q4
$237K Buy
+4,530
New +$237K 0.17% 61