Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-34,406
Closed -$228K 15
2023
Q3
$228K Hold
34,406
0.09% 13
2023
Q2
$263K Hold
34,406
0.08% 14
2023
Q1
$212K Hold
34,406
0.07% 14
2022
Q4
$223K Hold
34,406
0.07% 14
2022
Q3
$182K Hold
34,406
0.06% 16
2022
Q2
$168K Hold
34,406
0.04% 18
2022
Q1
$273K Hold
34,406
0.04% 21
2021
Q4
$157K Hold
34,406
0.02% 21
2021
Q3
$162K Hold
34,406
0.02% 24
2021
Q2
$199K Hold
34,406
0.03% 23
2021
Q1
$174K Buy
34,406
+5,233
+18% +$26.5K 0.03% 22
2020
Q4
$135K Buy
+29,173
New +$135K 0.02% 22