Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,530
Closed -$276K 560
2023
Q1
$276K Sell
8,530
-44
-0.5% -$1.42K 0.03% 441
2022
Q4
$300K Buy
+8,574
New +$300K 0.05% 359
2021
Q3
Sell
-3,949
Closed -$137K 727
2021
Q2
$137K Buy
3,949
+1,820
+85% +$63.1K 0.03% 519
2021
Q1
$72K Sell
2,129
-6,230
-75% -$211K 0.02% 476
2020
Q4
$293K Buy
+8,359
New +$293K 0.04% 420
2020
Q2
Sell
-4,557
Closed -$149K 1218
2020
Q1
$149K Sell
4,557
-3,520
-44% -$115K 0.03% 520
2019
Q4
$306K Buy
+8,077
New +$306K 0.03% 515