Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-22,300
Closed -$158K 2261
2023
Q3
$158K Sell
22,300
-3,807
-15% -$27K 0.01% 1593
2023
Q2
$211K Buy
26,107
+3,207
+14% +$25.9K 0.01% 1499
2023
Q1
$187K Buy
+22,900
New +$187K 0.01% 1336
2022
Q4
Sell
-15,800
Closed -$150K 2038
2022
Q3
$150K Buy
+15,800
New +$150K 0.01% 1398
2021
Q4
Sell
-9,700
Closed -$213K 1732
2021
Q3
$213K Buy
+9,700
New +$213K 0.02% 842