Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,301
Closed -$332K 521
2023
Q1
$332K Buy
+9,301
New +$332K 0.06% 384
2022
Q4
Sell
-21,811
Closed -$691K 491
2022
Q3
$691K Buy
+21,811
New +$691K 0.11% 234
2021
Q2
Sell
-6,686
Closed -$263K 320
2021
Q1
$263K Sell
6,686
-10,459
-61% -$411K 0.03% 449
2020
Q4
$501K Buy
+17,145
New +$501K 0.06% 328
2016
Q3
Sell
-19,463
Closed -$505K 646
2016
Q2
$505K Buy
+19,463
New +$505K 0.04% 549