Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,261
Closed -$454K 1404
2023
Q1
$454K Buy
9,261
+363
+4% +$17.8K 0.02% 767
2022
Q4
$394K Buy
+8,898
New +$394K 0.01% 799
2021
Q3
Sell
-8,000
Closed -$347K 1572
2021
Q2
$347K Buy
+8,000
New +$347K 0.01% 1003
2021
Q1
Sell
-28,216
Closed -$1.24M 997
2020
Q4
$1.24M Buy
+28,216
New +$1.24M 0.04% 295