Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,017
Closed -$29.4K 516
2022
Q4
$29.4K Buy
+3,017
New +$29.4K 0.01% 223
2021
Q3
Sell
-5,916
Closed -$301K 95
2021
Q2
$301K Buy
+5,916
New +$301K 0.12% 67
2021
Q1
Sell
-32,199
Closed -$1.57M 79
2020
Q4
$1.57M Buy
32,199
+3,414
+12% +$166K 0.72% 36
2020
Q3
$611K Buy
28,785
+12,985
+82% +$276K 0.36% 45
2020
Q2
$122K Buy
+15,800
New +$122K 0.08% 55