Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,430
Closed -$200K 659
2023
Q2
$200K Buy
+2,430
New +$200K 0.01% 604
2020
Q4
Sell
-1,981
Closed -$257K 468
2020
Q3
$257K Buy
1,981
+61
+3% +$7.91K 0.02% 392
2020
Q2
$213K Buy
+1,920
New +$213K 0.02% 420