Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,561
Closed -$240K 139
2023
Q2
$240K Buy
+5,561
New +$240K 0.22% 94
2022
Q4
Sell
-7,675
Closed -$203K 165
2022
Q3
$203K Buy
+7,675
New +$203K 0.16% 135
2022
Q1
Sell
-9,488
Closed -$397K 294
2021
Q4
$397K Buy
+9,488
New +$397K 0.18% 126