Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-167
Closed -$3.2K 327
2023
Q3
$3.2K Buy
+167
New +$3.2K ﹤0.01% 199
2022
Q2
Sell
-11,754
Closed -$204K 873
2022
Q1
$204K Buy
+11,754
New +$204K 0.01% 1055
2020
Q4
Sell
-30,939
Closed -$2.9M 1590
2020
Q3
$2.9M Buy
+30,939
New +$2.9M 0.07% 208
2019
Q4
Sell
-27,209
Closed -$653K 1920
2019
Q3
$653K Buy
+27,209
New +$653K 0.01% 742