Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-329
Closed -$82.3K 102
2023
Q3
$82.3K Buy
+329
New +$82.3K 0.01% 92
2022
Q4
Sell
-939
Closed -$249K 151
2022
Q3
$249K Buy
+939
New +$249K 0.05% 107
2022
Q1
Sell
-753
Closed -$265K 117
2021
Q4
$265K Buy
+753
New +$265K 0.03% 92