Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,894
Closed -$197K 849
2023
Q1
$197K Buy
+13,894
New +$197K 0.01% 756
2022
Q2
Sell
-4,012
Closed -$203K 781
2022
Q1
$203K Buy
+4,012
New +$203K 0.01% 749
2021
Q4
Sell
-4,786
Closed -$404K 853
2021
Q3
$404K Sell
4,786
-964
-17% -$81.4K 0.01% 471
2021
Q2
$465K Buy
5,750
+1,738
+43% +$141K 0.02% 418
2021
Q1
$226K Sell
4,012
-1,838
-31% -$104K 0.01% 647
2020
Q4
$373K Buy
+5,850
New +$373K 0.02% 440