Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,413
Closed -$254K 164
2023
Q3
$254K Buy
+1,413
New +$254K 0.05% 115
2022
Q1
Sell
-5,100
Closed -$1.06M 86
2021
Q4
$1.06M Buy
+5,100
New +$1.06M 0.33% 43