Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,069
Closed -$240K 247
2023
Q3
$240K Buy
+3,069
New +$240K 0.04% 216
2023
Q1
Sell
-2,038
Closed -$204K 245
2022
Q4
$204K Buy
+2,038
New +$204K 0.04% 226
2022
Q3
Sell
-1,972
Closed -$213K 193
2022
Q2
$213K Buy
+1,972
New +$213K 0.04% 199