Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,187
Closed -$390K 451
2023
Q2
$390K Buy
+8,187
New +$390K 0.06% 257
2021
Q2
Sell
-6,210
Closed -$826K 866
2021
Q1
$826K Buy
+6,210
New +$826K 0.27% 79
2020
Q4
Sell
-334
Closed -$22K 908
2020
Q3
$22K Buy
+334
New +$22K 0.01% 570
2020
Q2
Sell
-1,953
Closed -$79K 877
2020
Q1
$79K Buy
+1,953
New +$79K 0.02% 663