Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,617
Closed -$260K 662
2022
Q4
$260K Buy
+5,617
New +$260K 0.04% 398
2021
Q3
Sell
-2,418
Closed -$95K 741
2021
Q2
$95K Sell
2,418
-1,779
-42% -$69.9K 0.02% 603
2021
Q1
$170K Buy
4,197
+114
+3% +$4.62K 0.06% 319
2020
Q4
$149K Buy
+4,083
New +$149K 0.02% 575