Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,466
Closed -$98.1K 674
2022
Q4
$98.1K Buy
+2,466
New +$98.1K 0.01% 594
2022
Q3
Sell
-6,676
Closed -$232K 436
2022
Q2
$232K Buy
+6,676
New +$232K 0.02% 427
2021
Q4
Sell
-5,353
Closed -$251K 506
2021
Q3
$251K Hold
5,353
0.02% 448
2021
Q2
$272K Buy
+5,353
New +$272K 0.02% 420
2016
Q3
Sell
-6,940
Closed -$205K 223
2016
Q2
$205K Buy
+6,940
New +$205K 0.1% 192