Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,625
Closed -$231K 335
2023
Q1
$231K Sell
2,625
-779
-23% -$68.7K 0.13% 183
2022
Q4
$232K Buy
+3,404
New +$232K 0.12% 165
2019
Q1
Sell
-35,732
Closed -$886K 614
2018
Q4
$886K Buy
+35,732
New +$886K 0.09% 359