Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,420
Closed -$110K 1109
2023
Q3
$110K Buy
+10,420
New +$110K 0.01% 990
2021
Q3
Sell
-3,979
Closed -$241K 1216
2021
Q2
$241K Buy
3,979
+126
+3% +$7.63K 0.01% 975
2021
Q1
$243K Buy
+3,853
New +$243K 0.01% 906
2020
Q2
Sell
-13,081
Closed -$351K 992
2020
Q1
$351K Buy
+13,081
New +$351K 0.04% 475