Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,047
Closed -$1.27M 525
2023
Q3
$1.27M Buy
+12,047
New +$1.27M 0.03% 229
2022
Q1
Sell
-8,703
Closed -$727K 1494
2021
Q4
$727K Buy
+8,703
New +$727K 0.01% 881
2020
Q2
Sell
-4,496
Closed -$336K 561
2020
Q1
$336K Buy
+4,496
New +$336K 0.01% 320