Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,620
Closed -$222K 566
2023
Q3
$222K Buy
+1,620
New +$222K 0.01% 494
2022
Q1
Sell
-2,424
Closed -$404K 555
2021
Q4
$404K Buy
2,424
+168
+7% +$28K 0.02% 378
2021
Q3
$378K Buy
2,256
+29
+1% +$4.86K 0.02% 378
2021
Q2
$341K Buy
+2,227
New +$341K 0.02% 420