Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,849
Closed -$48K 143
2022
Q4
$48K Buy
+3,849
New +$48K 0.02% 407
2020
Q3
Sell
-1,500
Closed -$69K 233
2020
Q2
$69K Sell
1,500
-15,740
-91% -$724K 0.01% 304
2020
Q1
$272K Sell
17,240
-2,718
-14% -$42.9K 0.06% 147
2019
Q4
$547K Buy
+19,958
New +$547K 0.12% 129
2016
Q3
Sell
-2,075
Closed -$51K 94
2016
Q2
$51K Buy
+2,075
New +$51K 0.02% 169