Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,249
Closed -$387K 521
2023
Q2
$387K Sell
18,249
-4,537
-20% -$96.3K 0.07% 362
2023
Q1
$594K Buy
+22,786
New +$594K 0.11% 287
2022
Q4
Sell
-23,852
Closed -$318K 595
2022
Q3
$318K Buy
+23,852
New +$318K 0.05% 325
2018
Q3
Sell
-22,337
Closed -$689K 574
2018
Q2
$689K Sell
22,337
-49,718
-69% -$1.53M 0.14% 215
2018
Q1
$1.95M Buy
+72,055
New +$1.95M 0.24% 142