Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-804
Closed -$208K 43
2023
Q3
$208K Buy
+804
New +$208K 1.36% 43
2021
Q1
Sell
-600
Closed -$271K 235
2020
Q4
$271K Buy
+600
New +$271K 0.28% 133