Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,149
Closed -$213K 66
2022
Q4
$213K Buy
+4,149
New +$213K 0.14% 50
2021
Q2
Sell
-5,898
Closed -$228K 52
2021
Q1
$228K Sell
5,898
-45
-0.8% -$1.74K 0.16% 46
2020
Q4
$219K Buy
+5,943
New +$219K 0.16% 47