Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,150
Closed -$315K 326
2023
Q3
$315K Buy
+7,150
New +$315K 0.03% 217
2022
Q3
Sell
-5,593
Closed -$233K 217
2022
Q2
$233K Buy
5,593
+1,663
+42% +$69.3K 0.02% 189
2022
Q1
$225K Buy
3,930
+914
+30% +$52.3K 0.02% 202
2021
Q4
$201K Buy
+3,016
New +$201K 0.02% 205