Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,488
Closed -$593K 226
2023
Q3
$593K Buy
+1,488
New +$593K 0.12% 129
2021
Q2
Sell
-2,768
Closed -$638K 152
2021
Q1
$638K Sell
2,768
-254
-8% -$58.5K 0.18% 92
2020
Q4
$546K Buy
+3,022
New +$546K 0.18% 88