Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-900
Closed -$231K 217
2023
Q3
$231K Buy
+900
New +$231K 0.03% 168
2023
Q2
Sell
-1,756
Closed -$488K 304
2023
Q1
$488K Buy
+1,756
New +$488K 0.1% 116
2022
Q4
Sell
-7,716
Closed -$2.06M 215
2022
Q3
$2.06M Buy
+7,716
New +$2.06M 0.44% 22
2022
Q1
Hold
0
345
2021
Q4
Hold
0
342