Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-17,326
Closed -$621K 567
2023
Q1
$621K Buy
+17,326
New +$621K 0.06% 322
2022
Q2
Sell
-11,782
Closed -$449K 638
2022
Q1
$449K Buy
+11,782
New +$449K 0.08% 306
2021
Q3
Sell
-8,401
Closed -$385K 738
2021
Q2
$385K Buy
+8,401
New +$385K 0.07% 310
2020
Q3
Sell
-2,553
Closed -$141K 912
2020
Q2
$141K Sell
2,553
-3,540
-58% -$196K 0.05% 417
2020
Q1
$293K Sell
6,093
-8,075
-57% -$388K 0.06% 353
2019
Q4
$732K Buy
+14,168
New +$732K 0.07% 306