Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-38,996
Closed -$196K 551
2023
Q1
$196K Buy
+38,996
New +$196K 0.12% 347
2022
Q1
Sell
-46,656
Closed -$481K 335
2021
Q4
$481K Buy
46,656
+17,966
+63% +$185K 0.47% 56
2021
Q3
$269K Buy
+28,690
New +$269K 0.28% 159
2021
Q1
Sell
-11,967
Closed -$99K 774
2020
Q4
$99K Buy
+11,967
New +$99K 0.03% 567