Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$246K Sell
760
-25
-3% -$8.11K 0.02% 400
2023
Q2
$271K Sell
785
-33
-4% -$11.4K 0.02% 396
2023
Q1
$258K Buy
818
+272
+50% +$85.8K 0.02% 412
2022
Q4
$164K Buy
+546
New +$164K 0.01% 509
2021
Q2
Sell
-982
Closed -$226K 474
2021
Q1
$226K Sell
982
-8
-0.8% -$1.84K 0.02% 467
2020
Q4
$209K Buy
990
+9
+0.9% +$1.9K 0.02% 461
2020
Q3
$202K Buy
+981
New +$202K 0.02% 437