Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,768
Closed -$455K 264
2023
Q3
$455K Buy
+4,768
New +$455K 0.19% 149
2021
Q1
Sell
-2,358
Closed -$392K 211
2020
Q4
$392K Buy
+2,358
New +$392K 0.43% 45