Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,197
Closed -$233K 160
2023
Q3
$233K Hold
16,197
0.16% 119
2023
Q2
$233K Sell
16,197
-679
-4% -$9.77K 0.16% 119
2023
Q1
$223K Hold
16,876
0.13% 132
2022
Q4
$173K Hold
16,876
0.1% 140
2022
Q3
$156K Hold
16,876
0.1% 136
2022
Q2
$152K Hold
16,876
0.09% 140
2022
Q1
$154K Hold
16,876
0.08% 139
2021
Q4
$187K Hold
16,876
0.09% 138
2021
Q3
$208K Buy
+16,876
New +$208K 0.11% 141