Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,691
Closed -$303K 489
2023
Q3
$303K Buy
+4,691
New +$303K 0.21% 167
2021
Q2
Sell
-4,316
Closed -$870K 386
2021
Q1
$870K Buy
+4,316
New +$870K 0.1% 286
2020
Q3
Sell
-4,468
Closed -$475K 538
2020
Q2
$475K Buy
+4,468
New +$475K 0.08% 326
2019
Q3
Sell
-11,620
Closed -$714K 561
2019
Q2
$714K Buy
+11,620
New +$714K 0.06% 346
2017
Q2
Sell
-50,262
Closed -$534K 603
2017
Q1
$534K Buy
+50,262
New +$534K 0.04% 469
2016
Q4
Sell
-30,869
Closed -$441K 644
2016
Q3
$441K Buy
30,869
+12,813
+71% +$183K 0.03% 557
2016
Q2
$173K Buy
18,056
+1,333
+8% +$12.8K 0.01% 671
2016
Q1
$146K Buy
+16,723
New +$146K 0.01% 671