Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,260
Closed -$334K 574
2023
Q2
$334K Buy
5,260
+1,699
+48% +$108K 0.05% 269
2023
Q1
$250K Buy
+3,561
New +$250K 0.03% 453
2021
Q4
Sell
-4,323
Closed -$264K 455
2021
Q3
$264K Buy
+4,323
New +$264K 0.07% 297
2020
Q4
Sell
-2,110
Closed -$112K 1128
2020
Q3
$112K Buy
+2,110
New +$112K 0.07% 283
2020
Q2
Sell
-1,335
Closed -$99K 1282
2020
Q1
$99K Buy
+1,335
New +$99K 0.02% 615