Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,080
Closed -$68.5K 1052
2023
Q3
$68.5K Sell
10,080
-2,080
-17% -$14.1K ﹤0.01% 992
2023
Q2
$104K Buy
+12,160
New +$104K ﹤0.01% 941
2020
Q2
Sell
-43,209
Closed -$202K 276
2020
Q1
$202K Sell
43,209
-47,128
-52% -$220K 0.17% 183
2019
Q4
$622K Buy
+90,337
New +$622K 0.46% 67