Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,884
Closed -$231K 564
2023
Q1
$231K Buy
+1,884
New +$231K 0.18% 102
2021
Q4
Sell
-434
Closed -$63K 609
2021
Q3
$63K Buy
434
+409
+1,636% +$59.4K 0.04% 282
2021
Q2
$4K Sell
25
-733
-97% -$117K ﹤0.01% 495
2021
Q1
$101K Sell
758
-9
-1% -$1.2K 0.07% 239
2020
Q4
$109K Sell
767
-32
-4% -$4.55K 0.09% 219
2020
Q3
$100K Sell
799
-109
-12% -$13.6K 0.09% 215
2020
Q2
$89K Buy
+908
New +$89K 0.08% 222
2019
Q1
Sell
-260
Closed -$19K 454
2018
Q4
$19K Hold
260
0.02% 294
2018
Q3
$22K Buy
+260
New +$22K 0.02% 281
2016
Q1
Sell
-3,170
Closed -$198K 305
2015
Q4
$198K Sell
3,170
-170
-5% -$10.6K 0.05% 155
2015
Q3
$205K Buy
+3,340
New +$205K 0.05% 151
2015
Q1
Sell
-164,870
Closed -$7.93M 252
2014
Q4
$7.93M Buy
+164,870
New +$7.93M 1.81% 12