Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,701
Closed -$340K 577
2023
Q1
$340K Buy
+4,701
New +$340K 0.06% 381
2020
Q1
Sell
-34,515
Closed -$2.26M 453
2019
Q4
$2.26M Buy
34,515
+16,486
+91% +$1.08M 0.16% 195
2019
Q3
$969K Buy
+18,029
New +$969K 0.08% 332
2018
Q4
Sell
-12,666
Closed -$553K 559
2018
Q3
$553K Buy
12,666
+4,359
+52% +$190K 0.1% 270
2018
Q2
$287K Buy
+8,307
New +$287K 0.06% 363