Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,415
Closed -$408K 263
2023
Q2
$408K Sell
1,415
-623
-31% -$180K 0.07% 166
2023
Q1
$650K Sell
2,038
-46
-2% -$14.7K 0.12% 148
2022
Q4
$614K Sell
2,084
-37
-2% -$10.9K 0.12% 147
2022
Q3
$487K Sell
2,121
-60
-3% -$13.8K 0.12% 160
2022
Q2
$475K Buy
2,181
+343
+19% +$74.7K 0.11% 171
2022
Q1
$490K Buy
1,838
+752
+69% +$200K 0.1% 185
2021
Q4
$289K Buy
+1,086
New +$289K 0.05% 255
2020
Q2
Sell
-4
Closed 645
2020
Q1
$0 Buy
+4
New ﹤0.01% 791