Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,515
Closed -$1.2M 509
2023
Q3
$1.2M Buy
+4,515
New +$1.2M 0.35% 82
2022
Q1
Sell
-1,550
Closed -$401K 427
2021
Q4
$401K Buy
+1,550
New +$401K 0.31% 139