Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,759
Closed -$203K 138
2023
Q2
$203K Buy
+1,759
New +$203K 0.05% 127
2023
Q1
Sell
-18,308
Closed -$2.03M 169
2022
Q4
$2.03M Buy
+18,308
New +$2.03M 0.46% 66
2021
Q3
Sell
-1,602
Closed -$125K 212
2021
Q2
$125K Buy
+1,602
New +$125K 0.03% 92
2020
Q4
Sell
-1,681
Closed -$133K 169
2020
Q3
$133K Buy
+1,681
New +$133K 0.05% 69