Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,534
Closed -$242K 36
2023
Q3
$242K Buy
+2,534
New +$242K 0.1% 33
2023
Q2
Hold
0
74
2023
Q1
Sell
-2,582
Closed -$302K 98
2022
Q4
$302K Buy
+2,582
New +$302K 0.04% 42
2021
Q2
Sell
-2,263
Closed -$301K 59
2021
Q1
$301K Buy
+2,263
New +$301K 0.03% 46