Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,539
Closed -$488K 171
2023
Q1
$488K Sell
1,539
-422
-22% -$134K 0.17% 69
2022
Q4
$587K Buy
+1,961
New +$587K 0.25% 59
2020
Q2
Sell
-5,786
Closed -$955K 136
2020
Q1
$955K Buy
5,786
+4,566
+374% +$754K 0.59% 38
2019
Q4
$254K Buy
+1,220
New +$254K 0.07% 87