Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,563
Closed -$122K 813
2023
Q3
$122K Buy
+11,563
New +$122K ﹤0.01% 732
2021
Q3
Sell
-4,403
Closed -$266K 861
2021
Q2
$266K Sell
4,403
-911
-17% -$55K ﹤0.01% 725
2021
Q1
$336K Sell
5,314
-3,703
-41% -$234K ﹤0.01% 659
2020
Q4
$443K Sell
9,017
-2,272
-20% -$112K ﹤0.01% 576
2020
Q3
$311K Buy
11,289
+3,266
+41% +$90K ﹤0.01% 574
2020
Q2
$266K Buy
8,023
+590
+8% +$19.6K ﹤0.01% 537
2020
Q1
$200K Buy
+7,433
New +$200K ﹤0.01% 574