Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,621
Closed -$419K 192
2023
Q2
$419K Sell
10,621
-36,626
-78% -$1.45M ﹤0.01% 505
2023
Q1
$1.77M Buy
+47,247
New +$1.77M 0.01% 421
2022
Q3
Sell
-67,199
Closed -$2.33M 634
2022
Q2
$2.33M Buy
+67,199
New +$2.33M 0.01% 374
2021
Q3
Sell
-43,545
Closed -$3.47M 518
2021
Q2
$3.47M Buy
+43,545
New +$3.47M 0.02% 264
2020
Q4
Sell
-122,246
Closed -$6.7M 446
2020
Q3
$6.7M Buy
+122,246
New +$6.7M 0.04% 116