Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
331
2023
Q3
Sell
-12,000
Closed -$603K 401
2023
Q2
$603K Buy
+12,000
New +$603K 0.08% 96
2022
Q1
Sell
-5,682
Closed -$363K 515
2021
Q4
$363K Buy
+5,682
New +$363K 0.06% 157