Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,013
Closed -$201K 798
2023
Q3
$201K Buy
16,013
+105
+0.7% +$1.32K ﹤0.01% 714
2023
Q2
$209K Buy
15,908
+226
+1% +$2.96K ﹤0.01% 716
2023
Q1
$315K Buy
15,682
+509
+3% +$10.2K ﹤0.01% 583
2022
Q4
$290K Buy
+15,173
New +$290K ﹤0.01% 598
2021
Q4
Sell
-6,776
Closed -$322K 783
2021
Q3
$322K Buy
+6,776
New +$322K ﹤0.01% 550
2018
Q2
Sell
-1,944
Closed -$232K 587
2018
Q1
$232K Buy
+1,944
New +$232K ﹤0.01% 399