Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,960
Closed -$286K 211
2023
Q1
$286K Buy
+1,960
New +$286K 0.09% 144
2022
Q3
Sell
-2,060
Closed -$315K 266
2022
Q2
$315K Buy
+2,060
New +$315K 0.08% 98
2021
Q3
Sell
-1,000
Closed -$187K 253
2021
Q2
$187K Sell
1,000
-1,080
-52% -$202K 0.03% 207
2021
Q1
$434K Buy
+2,080
New +$434K 0.06% 123
2019
Q3
Sell
-2,430
Closed -$354K 258
2019
Q2
$354K Buy
+2,430
New +$354K 0.07% 129