Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,919
Closed -$467K 576
2023
Q1
$467K Buy
+1,919
New +$467K ﹤0.01% 271
2022
Q3
Sell
-1,864
Closed -$396K 677
2022
Q2
$396K Sell
1,864
-946
-34% -$201K ﹤0.01% 363
2022
Q1
$916K Buy
2,810
+1,151
+69% +$375K 0.01% 254
2021
Q4
$889K Buy
+1,659
New +$889K 0.01% 281
2021
Q3
Sell
-1,148
Closed -$779K 731
2021
Q2
$779K Buy
+1,148
New +$779K 0.01% 250
2021
Q1
Sell
-823
Closed -$368K 582
2020
Q4
$368K Buy
+823
New +$368K ﹤0.01% 297
2020
Q3
Sell
-1,547
Closed -$385K 320
2020
Q2
$385K Buy
+1,547
New +$385K ﹤0.01% 376