Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,871
Closed -$210K 350
2023
Q1
$210K Buy
+1,871
New +$210K 0.02% 482
2022
Q3
Sell
-9,139
Closed -$814K 408
2022
Q2
$814K Buy
+9,139
New +$814K 0.16% 179
2021
Q3
Sell
-3,251
Closed -$511K 379
2021
Q2
$511K Buy
+3,251
New +$511K 0.1% 250
2021
Q1
Sell
-14,519
Closed -$1.89M 762
2020
Q4
$1.89M Buy
14,519
+5,549
+62% +$723K 0.29% 79
2020
Q3
$822K Buy
+8,970
New +$822K 0.54% 37