Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,890
Closed -$202K 824
2023
Q2
$202K Buy
+6,890
New +$202K 0.01% 744
2023
Q1
Sell
-6,604
Closed -$206K 850
2022
Q4
$206K Buy
+6,604
New +$206K 0.01% 733
2022
Q1
Sell
-9,302
Closed -$244K 858
2021
Q4
$244K Buy
9,302
+1,059
+13% +$27.8K 0.02% 708
2021
Q3
$196K Buy
+8,243
New +$196K 0.01% 756