Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,450
Closed -$437K 1485
2023
Q2
$437K Sell
4,450
-56
-1% -$5.5K 0.01% 566
2023
Q1
$440K Buy
4,506
+475
+12% +$46.3K 0.01% 552
2022
Q4
$415K Buy
+4,031
New +$415K 0.01% 498
2020
Q1
Sell
-6,135
Closed -$472K 530
2019
Q4
$472K Buy
+6,135
New +$472K 0.02% 210