Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-888
Closed -$222K 102
2023
Q3
$222K Hold
888
0.15% 88
2023
Q2
$232K Buy
+888
New +$232K 0.15% 90
2022
Q4
Sell
-816
Closed -$216K 91
2022
Q3
$216K Buy
+816
New +$216K 0.17% 76
2022
Q2
Sell
-516
Closed -$293K 85
2022
Q1
$293K Hold
516
0.24% 63
2021
Q4
$182K Buy
+516
New +$182K 0.15% 77