Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,284
Closed -$235K 359
2023
Q3
$235K Buy
2,284
+465
+26% +$47.9K 0.04% 234
2023
Q2
$210K Buy
+1,819
New +$210K 0.04% 212
2022
Q4
Sell
-5,627
Closed -$485K 197
2022
Q3
$485K Buy
5,627
+3
+0.1% +$259 0.13% 23
2022
Q2
$513K Buy
+5,624
New +$513K 0.14% 24
2021
Q1
Sell
-210
Closed -$16K 480
2020
Q4
$16K Buy
+210
New +$16K 0.01% 457