Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,669
Closed -$396K 333
2023
Q1
$396K Buy
+9,669
New +$396K 0.04% 392
2021
Q2
Sell
-10,290
Closed -$455K 852
2021
Q1
$455K Buy
10,290
+2,449
+31% +$108K 0.15% 170
2020
Q4
$273K Buy
7,841
+6,736
+610% +$235K 0.04% 436
2020
Q3
$19K Buy
+1,105
New +$19K 0.01% 587