Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,527
Closed -$224K 385
2023
Q3
$224K Buy
+3,527
New +$224K 0.03% 345
2020
Q1
Sell
-3,528
Closed -$267K 342
2019
Q4
$267K Sell
3,528
-184
-5% -$13.9K 0.06% 290
2019
Q3
$273K Buy
3,712
+528
+17% +$38.8K 0.07% 283
2019
Q2
$219K Buy
3,184
+320
+11% +$22K 0.05% 332
2019
Q1
$200K Buy
+2,864
New +$200K 0.05% 367