Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,497
Closed -$589K 441
2023
Q3
$589K Buy
+4,497
New +$589K 0.01% 341
2020
Q3
$210K Hold
1,000
0.02% 258
2020
Q2
$219K Buy
+1,000
New +$219K 0.02% 183