Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,027
Closed -$37.2K 882
2023
Q2
$37.2K Buy
+3,027
New +$37.2K 0.01% 607
2022
Q1
Sell
-5,000
Closed -$52.5K 921
2021
Q4
$52.5K Buy
+5,000
New +$52.5K 0.01% 525
2020
Q2
Sell
-22,481
Closed -$116K 680
2020
Q1
$116K Buy
+22,481
New +$116K 0.03% 347