Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-74
Closed -$386 998
2022
Q4
$386 Buy
+74
New +$386 ﹤0.01% 1439
2021
Q2
Sell
-14,758
Closed -$197K 500
2021
Q1
$197K Sell
14,758
-24,844
-63% -$332K 0.02% 496
2020
Q4
$386K Sell
39,602
-553
-1% -$5.39K 0.03% 333
2020
Q3
$405K Buy
+40,155
New +$405K 0.04% 306
2019
Q4
Sell
-15,322
Closed -$191K 453
2019
Q3
$191K Sell
15,322
-4,214
-22% -$52.5K 0.02% 398
2019
Q2
$230K Buy
19,536
+197
+1% +$2.32K 0.02% 383
2019
Q1
$232K Buy
+19,339
New +$232K 0.03% 388