Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-796
Closed -$208K 195
2022
Q4
$208K Buy
+796
New +$208K 0.11% 187
2020
Q4
Sell
-915
Closed -$232K 186
2020
Q3
$232K Buy
915
+50
+6% +$12.7K 0.13% 156
2020
Q2
$204K Buy
+865
New +$204K 0.13% 154
2020
Q1
Sell
-864
Closed -$208K 154
2019
Q4
$208K Buy
+864
New +$208K 0.12% 159