Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,649
Closed -$232K 512
2023
Q1
$232K Sell
1,649
-1,870
-53% -$263K 0.04% 436
2022
Q4
$399K Buy
+3,519
New +$399K 0.08% 327
2018
Q4
Sell
-52,015
Closed -$1.38M 521
2018
Q3
$1.38M Buy
52,015
+24,754
+91% +$657K 0.26% 127
2018
Q2
$567K Buy
+27,261
New +$567K 0.12% 253