Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,964
Closed -$17.1K 1138
2023
Q3
$17.1K Buy
+15,964
New +$17.1K ﹤0.01% 1091
2022
Q2
Sell
-65,374
Closed -$245K 720
2022
Q1
$245K Buy
65,374
+12,099
+23% +$45.3K 0.01% 633
2021
Q4
$269K Buy
53,275
+18,535
+53% +$93.6K 0.01% 614
2021
Q3
$148K Buy
+34,740
New +$148K ﹤0.01% 678