Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,227
Closed -$241K 93
2023
Q3
$241K Buy
+1,227
New +$241K 0.4% 36
2021
Q2
Sell
-1,140
Closed -$220K 116
2021
Q1
$220K Buy
+1,140
New +$220K 0.71% 54