Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,623
Closed -$401K 727
2023
Q3
$401K Buy
+6,623
New +$401K 0.05% 438
2019
Q4
Sell
-17,300
Closed -$1.28M 696
2019
Q3
$1.28M Sell
17,300
-3,400
-16% -$252K 0.07% 386
2019
Q2
$1.3M Buy
+20,700
New +$1.3M 0.07% 355