Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,801
Closed -$272K 583
2022
Q4
$272K Sell
6,801
-8,006
-54% -$321K 0.04% 390
2022
Q3
$563K Buy
+14,807
New +$563K 0.11% 237
2021
Q3
Sell
-4,169
Closed -$184K 537
2021
Q2
$184K Buy
+4,169
New +$184K 0.03% 464
2021
Q1
Sell
-575
Closed -$23K 883
2020
Q4
$23K Sell
575
-1,967
-77% -$78.7K ﹤0.01% 858
2020
Q3
$104K Buy
+2,542
New +$104K 0.07% 292
2020
Q1
Sell
-9,661
Closed -$401K 1136
2019
Q4
$401K Buy
+9,661
New +$401K 0.04% 447