Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,051
Closed -$71.2K 1440
2022
Q4
$71.2K Buy
+1,051
New +$71.2K 0.01% 646
2021
Q3
Sell
-579
Closed -$224K 500
2021
Q2
$224K Sell
579
-2,753
-83% -$1.07M 0.02% 453
2021
Q1
$1.07M Buy
3,332
+1,248
+60% +$401K 0.08% 210
2020
Q4
$703K Buy
2,084
+22
+1% +$7.42K 0.06% 250
2020
Q3
$969K Sell
2,062
-378
-15% -$178K 0.09% 186
2020
Q2
$619K Buy
+2,440
New +$619K 0.06% 241