Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$280K Buy
+1,608
New +$280K 0.01% 352
2022
Q2
Sell
-1,602
Closed -$304K 387
2022
Q1
$304K Buy
1,602
+363
+29% +$68.9K 0.01% 309
2021
Q4
$313K Sell
1,239
-130
-9% -$32.8K 0.01% 316
2021
Q3
$311K Sell
1,369
-130
-9% -$29.5K 0.01% 300
2021
Q2
$380K Buy
+1,499
New +$380K 0.02% 280