Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,733
Closed -$205K 174
2023
Q3
$205K Buy
+10,733
New +$205K 0.1% 142
2022
Q1
Sell
-10,019
Closed -$355K 172
2021
Q4
$355K Hold
10,019
0.12% 138
2021
Q3
$405K Hold
10,019
0.15% 121
2021
Q2
$597K Hold
10,019
0.27% 93
2021
Q1
$674K Hold
10,019
0.27% 92
2020
Q4
$875K Sell
10,019
-1,250
-11% -$109K 0.39% 64
2020
Q3
$1.06M Hold
11,269
0.53% 47
2020
Q2
$881K Buy
+11,269
New +$881K 0.48% 53