Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,635
Closed -$445K 99
2023
Q3
$445K Buy
+8,635
New +$445K 0.03% 75
2023
Q2
Sell
-6,323
Closed -$347K 107
2023
Q1
$347K Buy
+6,323
New +$347K 0.02% 83
2022
Q3
Hold
0
117
2022
Q2
Sell
-23,354
Closed -$1.49M 78
2022
Q1
$1.49M Hold
23,354
0.08% 43
2021
Q4
$1.33M Buy
+23,354
New +$1.33M 0.07% 104