Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-745
Closed -$170K 345
2023
Q1
$170K Sell
745
-340
-31% -$77.7K 0.01% 308
2022
Q4
$188K Buy
+1,085
New +$188K 0.01% 293
2021
Q3
Sell
-676
Closed -$202K 280
2021
Q2
$202K Sell
676
-957
-59% -$286K 0.02% 263
2021
Q1
$464K Hold
1,633
0.04% 183
2020
Q4
$424K Buy
1,633
+240
+17% +$62.3K 0.04% 183
2020
Q3
$350K Buy
+1,393
New +$350K 0.04% 186