Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,796
Closed -$417K 522
2022
Q4
$417K Buy
+5,796
New +$417K 0.07% 300
2021
Q2
Sell
-650
Closed -$29K 882
2021
Q1
$29K Sell
650
-941
-59% -$42K 0.01% 633
2020
Q4
$67K Buy
1,591
+956
+151% +$40.3K 0.01% 734
2020
Q3
$20K Buy
+635
New +$20K 0.01% 580