Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,603
Closed -$208K 657
2022
Q4
$208K Buy
+4,603
New +$208K 0.03% 439
2021
Q2
Sell
-4,362
Closed -$292K 1087
2021
Q1
$292K Buy
+4,362
New +$292K 0.1% 237
2020
Q3
Sell
-4,307
Closed -$369K 902
2020
Q2
$369K Buy
4,307
+1,019
+31% +$87.3K 0.13% 214
2020
Q1
$191K Buy
+3,288
New +$191K 0.04% 463