Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,418
Closed -$551K 370
2023
Q1
$551K Buy
+13,418
New +$551K 0.3% 93
2021
Q1
Sell
-6,348
Closed -$244K 410
2020
Q4
$244K Buy
+6,348
New +$244K 0.02% 280
2019
Q3
Sell
-9,663
Closed -$434K 420
2019
Q2
$434K Sell
9,663
-4,475
-32% -$201K 0.03% 307
2019
Q1
$643K Sell
14,138
-20,452
-59% -$930K 0.05% 243
2018
Q4
$1.37M Buy
+34,590
New +$1.37M 0.13% 244