Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,072
Closed -$285K 2030
2023
Q3
$285K Buy
+25,072
New +$285K 0.03% 525
2021
Q4
Sell
-12,618
Closed -$568K 2198
2021
Q3
$568K Buy
12,618
+1,568
+14% +$70.6K 0.05% 408
2021
Q2
$644K Buy
+11,050
New +$644K 0.06% 367
2021
Q1
Sell
-8,850
Closed -$306K 2041
2020
Q4
$306K Buy
+8,850
New +$306K 0.03% 634
2020
Q3
Sell
-39,632
Closed -$572K 1535
2020
Q2
$572K Buy
+39,632
New +$572K 0.07% 335