Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,864
Closed -$247K 404
2023
Q2
$247K Sell
3,864
-47
-1% -$3.01K 0.05% 321
2023
Q1
$222K Buy
3,911
+50
+1% +$2.84K 0.07% 232
2022
Q4
$208K Sell
3,861
-539
-12% -$29.1K 0.07% 249
2022
Q3
$248K Buy
+4,400
New +$248K 0.1% 214
2021
Q2
Sell
-1,129
Closed -$368K 486
2021
Q1
$368K Sell
1,129
-113
-9% -$36.8K 0.16% 170
2020
Q4
$412K Buy
1,242
+48
+4% +$15.9K 0.19% 131
2020
Q3
$225K Buy
+1,194
New +$225K 0.13% 162