Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,000
Closed -$84K 536
2023
Q1
$84K Buy
+3,000
New +$84K 0.1% 142
2020
Q4
Sell
-35,000
Closed -$543K 748
2020
Q3
$543K Buy
+35,000
New +$543K 0.23% 97
2019
Q4
Sell
-5,783
Closed -$176K 796
2019
Q3
$176K Buy
+5,783
New +$176K 0.05% 203