Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,189
Closed -$50.2K 656
2023
Q3
$50.2K Buy
+14,189
New +$50.2K 0.01% 444
2022
Q3
Sell
-54,691
Closed -$329K 233
2022
Q2
$329K Buy
54,691
+9,959
+22% +$59.9K 0.64% 50
2022
Q1
$531K Buy
44,732
+9,932
+29% +$118K 0.28% 147
2021
Q4
$625K Buy
+34,800
New +$625K 0.48% 55