Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,135
Closed -$137K 924
2023
Q2
$137K Buy
+1,135
New +$137K 0.01% 893
2022
Q4
Sell
-4,086
Closed -$766K 2000
2022
Q3
$766K Buy
+4,086
New +$766K 0.03% 594
2022
Q2
Sell
-987
Closed -$393K 2083
2022
Q1
$393K Sell
987
-261
-21% -$104K 0.01% 759
2021
Q4
$751K Buy
+1,248
New +$751K 0.03% 499
2021
Q1
Sell
-2,436
Closed -$2.92M 1124
2020
Q4
$2.92M Buy
2,436
+1,847
+314% +$2.22M 0.1% 204
2020
Q3
$598K Buy
+589
New +$598K 0.08% 200