Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,495
Closed -$108K 1968
2023
Q3
$108K Buy
+11,495
New +$108K 0.01% 818
2023
Q1
Sell
-13,932
Closed -$191K 2063
2022
Q4
$191K Buy
+13,932
New +$191K 0.03% 719
2020
Q3
Sell
-10,706
Closed -$99K 1475
2020
Q2
$99K Buy
+10,706
New +$99K 0.01% 877
2018
Q3
Sell
-18,534
Closed -$658K 2123
2018
Q2
$658K Buy
+18,534
New +$658K 0.04% 630