Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$706K Hold
15,446
1.34% 23
2023
Q3
$447K Hold
15,446
0.88% 42
2023
Q2
$622K Hold
15,446
1.03% 30
2023
Q1
$695K Buy
+15,446
New +$695K 1.18% 23
2022
Q4
Sell
-15,446
Closed -$554K 99
2022
Q3
$554K Hold
15,446
0.9% 40
2022
Q2
$508K Buy
+15,446
New +$508K 0.73% 53
2022
Q1
Sell
-16,137
Closed -$1.67M 109
2021
Q4
$1.67M Buy
+16,137
New +$1.67M 1.61% 21